Upcoming Chapter Meeting: AAII Chicago
Date: Saturday, March 24, 2012
Topic: Morningstar’s Best Ideas for 2012 and Beyond
Speaker: Christine Benz, Director of Personal Finance, Morningstar
Christine Benz will present Morningstar’s stock market outlook based on bottom-up stock, fund and exchange-traded fund (ETF) research. She will discuss which sectors or parts of the style box are looking cheap or dear, as well as what market valuations look like for wide-, narrow- and no-moat companies. Based on that research, Benz will take a look at some of the mutual funds, ETFs and stocks that fit well with those themes.