Why Are Some of the Strongest Stocks Struggling This Year?

Are wide-moat stocks’ struggles a sign of their protection diminishing? That’s the big question from the Q3 issue of Morningstar magazine. Key market moments this year heavily weighed on some stocks with competitive advantages. Why did they stumble? Morningstar magazine Editor-in-Chief Jerry Kerns is returning to Investing Insights to discuss this issue’s cover story. 

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On this episode: 

00:00:00 Welcome 
00:01:06 What Is a Moat and Its Five Sources 
00:03:24 Why Examine Wide-Moat Stocks' Performance Now 
00:04:12 What's Behind the Morningstar Wide Moat Focus Index's Rough Stretch? 
00:06:59 Are Moats Really a Sign of Quality? 
00:07:38 Key Takeaway on Wide-Moat Stocks 
00:08:12 Other Highlights from This Quarter's Morningstar Magazine 

Watch more from Morningstar: 

Don't Make This Mistake When Chasing Higher Bond Yields 
How AI Is Taking Over Your Portfolio 
401(k) Millionaires: Here's How to Avoid Going Broke in Retirement 

 

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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income 

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