biaggio Posted July 19, 2010 Posted July 19, 2010 http://news.morningstar.com/articlenet/SubmissionsArticle.aspx?submissionid=98075.xml&page=1
biaggio Posted July 19, 2010 Author Posted July 19, 2010 http://www.morningstar.com/#CloseVhpOL -2 more parts to his latest writings
scorpioncapital Posted July 20, 2010 Posted July 20, 2010 Does he say what he means by high quality US stocks (it is neither small nor large cap) in the graph? Consumer franchises? Commodities?
benhacker Posted July 20, 2010 Posted July 20, 2010 Does he say what he means by high quality US stocks (it is neither small nor large cap) in the graph? Consumer franchises? Commodities? Scorpion, It's a quantatative blend of low debt, high/stable ROE, stable Net Margins, and stable revenue growth. You can reverse engineer from here: http://portfolios.morningstar.com/fund/holdings?t=GQLOX®ion=USA&culture=en-US Ben
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