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Morningstar

CPMS empowers investment selection

Morningstar Quant Concepts

Interested in companies that have positive earnings momentum - and the ability to beat expectations? Consider this approach from Phil Dabo.

Intelligent, disciplined and precise investing

  • Person holding small flower

    Short Squeeze Strategy

    This quantitative approach to speculative investing from Brandon Strong can capture some of the outrageous returns we've been seeing when shorts are forced to sell.

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    Low Risk, High Growth Stocks

    Phil Dabo's strategy reduces market risk but also has higher reinvestment rates to capture stocks that are growing organically.

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    Stock Picks for Rising Rates

    If you're looking for companies with deep pockets, attractive valuations and reasonable debt levels, Brandon Strong has the strategy for you.

  • Flower

    High-Yield U.S. Equities

    With dividend leaders outperforming in the downturn, Phil Dabo builds an income stock strategy that has beaten broad markets.

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    Momentum Bets in the Face of Volatility

    Josh Farruggio capitalizes on the ups and downs of the market by selecting these stocks with sustainable cash flow and good risk metrics.

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    Steady Returns and Modest Income Strategy

    This strategy from Brandon Strong has delivered a healthy blend of growth, value, income and momentum.

  • CPMS Quantitative Ratings

    Rely on proven, quantitative analysis and timely data

  • CPMS search

    Disciplined stock selection delivers superior returns

  • CPMS Reports

    Actionable reports provide stock picks and insights

Product demonstrations and complimentary trials

To arrange for a product demonstration or to request a free trial of Morningstar® CPMS™ please contact us at cacpmsupport@morningstar.com, or call 1-877-489-7074 ext. 3 then ext. 2 to speak to a representative.

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The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here

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