PREVIOUS: Robinhood vs. Acorns
NEXT: Motley Fool vs. Seeking Alpha

Motley Fool vs. Morningstar

To buy or to sell?

That is the question.

How do you make your decisions?

In today’s world, news moves at the speed of light (probably faster).

If you plan to be a successful investor…

…you need to be on your game.

If you are not, you will never get ahead as an investor.

Therefore, having technology on your side is one key to success.

You simply cannot survive without the help of technology.

But the volume of options can also be downright frustrating.

So, what is another way you can get ahead?

By reading this blog post. Read it to the bitter end.

Why?

Because we are enabling your lazy ass to coast on this one.

We have two great companies for you to consider:

Those companies are Motley Fool vs. MorningStar.

Each company is strong, for similar and different reasons.

And one thing is for sure: Both companies can help you achieve success.

But if you had to choose ONE…

…which one would you choose?

Keep in mind, there can only be one winner.

Enough talk, more action.

Let’s get into our latest matchup: Motley Fool vs. MorningStar.

Let’s GO!

Motley Fool vs. Morningstar

Motley Fool

Let me just say…

…I am a “fool” for The Motley Fool!

Why?


BEST STOCK NEWSLETTER for the last 5 Years (July 24, 2021 UPDATE)

One of last year's Motley Fool Stock Picks is up 648% and 6 others have already doubled!

We have been tracking ALL of the Motley Fool stock picks since January 2016. That's over 5 years and over 120 stock picks. As of July 24, 2021, 19 of their 24 stocks picks from 2020 are up with an average return of 93% compared to the SP500's 41%.

In addition, their 2019 stock picks are up 126%; their 2018 stock picks are up 253%; their 2017 stocks are up 223% and amazingly their 2016 stock picks are up 462%. The Motley Fool has done so well because they have quickly identified stocks each year that will perform well in the current environment. They adapt and constantly pick stocks before everyone else realizes the opportunities. Now they are starting to pick stocks that will do well in the post-Covid world and Biden presidency.

  • Fiverr Intl (FVRR) - Sept 3, 2020 pick is up 75% in just 3 months
  • CrowdStrike (CRWD) – June 4, 2020 pick and it is already up 74%
  • Zoom Video (ZM) – April 16, 2020 pick and it is up 172%
  • Shopify (SHOP) – April 2, 2020 pick and it is up 204%
  • Zoom Video (ZM) – March 19, 2020 pick re-recommended and it is already up 301%
  • DexCom (DXCM) picked Feb 20, 2020 right before the market crashed and it is still up 15%
  • NVTA picked February 6, 2020 is up 129%
  • Tesla (TSLA) picked January 2, 2020 before the crash and it is up 596% 
  • HubSpot (HUBS) picked December 5, 2019 and it is up 152%
  • Netflix (NFLX) picked November 21, 2019 and it is up 59%
  • Trade Desk (TTD) picked November 7, 2019 and up 368%
  • Zoom Video originally picked Oct 3 and it is up 433%
  • SolarEdge (SEDG) picked September 19, 2019 and it is up 204%

Now, no one can guarantee that their next picks will be as strong, but our 5 years of experience has been super profitable. They also claim that since inception, their average pick is up 596% and now we believe them. Many analysts are saying that we have passed the bottom of this COVID crisis and "certain" stocks will recover quickly and be the new leaders. So make sure you have the right stocks in your portfolio.

Normally the Fool service is priced at $199 per year but they are currently offering to new subscribers for just $99/year if you click this link

Updated as of September 18, 2021 -- The Motley Fool Stock Advisor continues to crush the market, and outperform all of the others stock newsletters we track. In fact, it has been the best source of stock picks for the last 4 years in a row. If you subscribed to the Motley Fool in January 2020 and bought equal amounts of all of their 24 picks for 2020 you now have a 87% return compared to the market's 43%. 18 of those 24 stocks are up, 6 have at least doubled, and 2 have more than tripled. Their top performer from 2020 is TESLA which is now up 780% in a year and a half. >/p>

In fact, over the last 5 years the average Motley Fool stock pick has more than tripled, being up 219%. Impressively, 99 of their 120 picks over the last 5 years are profitable and 54 of those have more than doubled! This time period covers the 2016 election, the Trump administration, the China trade negotiation, COVID, and now the Motley Fool is continuing their excellent stock picks with many of their 2021 stock picks already up double digits.

Now for 2021, with a new President, a COVID vaccine, and the economy roaring back to life, most analysts expect the second half of the year to be the best! So... make sure you have the right stocks in your portfolio so you can CRUSH THE MARKET like their last 5 years of stock picks have done! Here is their schedule for the next few weeks:

  • September 23, 2021 - David's List of 5 Best Stocks to Buy Now List
  • October 7, 2021 - Tom's New Stock Recommendation
  • October 14, 2021 - Tom's List of 5 Best Stocks to Buy Now
  • October 21, 2021 - David's New Stock Recommendation

Remember, 83% of their recommendations from 2016 to 2020 were profitable with an return of 219%. So if you have at least 5 years to invest, we haven't found any better source of stock picks. When you subscribe, you also get full access to all of their recent picks.

CLICK HERE to get the next 24 Motley Fool Stock Picks for just $99! 


 

Because The Motley Fool is free and easy to understand.

The Motley Fool is old enough to be a millennial.

The company began in 1993 and was a HUGE hit.

The company set out to deliver results by beating the so-called “experts.”

They did it – and they were very entertaining while doing it.

The Motley Fool has made countless people wealthy and successful.

How?

By piquing peoples’ interest in the wonderful world of investing.

So, maybe these guys did not directly make everyone wealthy.

But they break down investing in a way that people can understand and enjoy.

People love The Motley Fool because it is so damn user-friendly.

The website is very intuitive, and there is a variety of services available.

If you are new to investing, you will find Motley Fool much simpler than Morningstar.

But we are sort of comparing apples to oranges here.

Morningstar is data-heavy and spits out information that only experienced investors understand.

The beauty of The Motley Fool is that it can be understood by everyone, but is still useful to everyone.

The company offers informative articles accompanied by a bit of humor.

And usually, Wall Street is utterly devoid of humor.

Before we get into the premium services, there is one crucial thing we must highlight.

The Motley Fool offers tons of free resources in terms of news, analysis, and more!

But if you are a real go-getter, you may be interested in gaining an edge.

So, here are Motley Fool’s paid subscription services:

The Stock Advisor

Stock Advisor is Motley Fool’s flagship service.

Each month, you receive two stock recommendations for your portfolio.

Are you new to investing?

Because you also get recommendations to build the foundation of your portfolio.

If that is not enough, the subscription includes educational resources and additional stock recommendations tailored to you.

In addition to recommendations, you also receive newsletters and community access.

This service costs just 0.55 cents per day (or $199 per year).


*** UPDATED SEPTEMBER 13, 2020 WITH STOCK PRICES AND PERCENTAGE RETURNS THRU FRIDAY SEPTEMBER 11, 2020 **

WEEK OF SEPTEMBER 11, 2020 MOTLEY FOOL RECAP:

  • The Motley Fool stock pick ZOOM VIDEO (TICKER: ZM) is up $84 or 28% in the last 10 days due to a strong earnings release.   Do you own stock in ZOOM VIDEO? If you subscribed to the Motley Fool you would. They recommended it 4 times in the last 12 months. The Motley Fool has been hot on Zoom Video for over a year now recommending it July 3, 2019 when it was at $90; then again Oct 3, 2019 when it was at $76; then again at the start of COVID on March 19, 2020 when it was at $123 and finally again on April 16, 2020 when it was at $150. So now it is at $383.  THAT  is exactly how they get their incredible returns year after year.
  •  The Motley Fool stock pick CROWDSTRIKE – Ticker CRWD is up 30% in the last 3 weeks.  The Motley Fool recommended Crowdstrike (CRWD) on June 4, 2020 and again on July 2, 2020.
  • Four of their picks for 2020 have already more than doubled (ZM, SHOP, ZM, TSLA).
  • Thirteen of their 24 stock picks from 2019 are up >50%
  • Seven of those 2019 picks have already doubled and 2 have quadrupled.

 

Don't miss out on the Motley Fool's next stock pick–it could be the one that doubles or triples in the next few months. If you order today, you will get their next scheduled STOCK ALERTS:

 

  • September 17, 2020 – David's New Single Stock Recommendation
  • September 24, 2020 – David's New 5 Best Stocks to Buys Now
  • October 1, 2020 – Tom's New Single Stock Recommendation
  • October 8, 2020 – Tom's 5 New Best Stocks to Buy Now

 

 Click Here Now to get access to their next stock pick!


Rule Breakers

Rule Breakers is quite similar to Stock Advisor.

However, these stock recommendations come from Motley Fool co-founder David Gardner.

Gardner selects stocks focused on high-performance and higher returns.

Your membership includes newsletters, recommendations, and community access.

This service costs just 0.82 cents per day (or $299 per year).

Rule Your Retirement

Motley Fool provides three models to maximize your retirement portfolio.

Additionally, you can get tips to get the most out of your Social Security.

Your membership includes model retirement portfolios and tips on Social Security.

This service costs just 0.41 cents per day (or $149 per year).

Options

You can get access to Options University for advanced trading strategies.

This service is more for intermediate investors.

However, beginners can also enjoy the recommendations, commentary on market news, and regular updates.

This service costs 2.74 per day (or $999 per year).

Morningstar

Morningstar is one of those “older” companies.

Founded back in 1984, the company began by analyzing mutual funds.

The cost to subscribe was high, and the internet was not really a thing.

What does this mean?

Information on mutual funds was nearly impossible to find.

This reason alone increased Morningstar’s popularity.

From there, its coverage grew from plain, old mutual funds…

…and now includes individual stock analysis.

From humble beginnings, the company now serves:

  • 9 million individual investors;
  • 260 thousand financial advisors; and
  • 51 hundred institutional investors.

You can subscribe to Morningstar on a monthly or annual basis.

The monthly subscription fee of $24 and the annual subscription fee is $200.

Many investors consider Morningstar to be their go-to mutual fund research tool.

The company provides insight and investment offerings for over 510,000 companies.

Morningstar has many features, but here are the most important:

Rating System

The “star” system is used for grading mutual funds.

Each fund is rated between 1 and 5 stars based on its market performance.

The star rating is intuitive (pretend you are shopping on Amazon or something).

However, there is much more to the system than what meets the eye.

Here is how it works:

Mutual Funds

The star system measures the performance of individual funds for three, five, and ten years.

Based on the results, each fund is ranked within a specific category of related funds.

Stocks

Morningstar uses the star system for stocks, but the factors are different.

The system for stocks is based on the overall valuation of an individual stock.

For example, a five-star stock implies an undervalued stock.

On the other hand, a one-star stock implies an overvalued stock or a generally weak company.

So, what do Morningstar analysts look for when rating stocks?

Here are the major factors:

  • Current prices;
  • Fair market value; and

From there, the stocks are ranked into different categories and given a star rating.

X-Ray Tool

What can beat Morningstar’s x-ray tool?

To some people, the answer is nothing.

The tool is useful AND easy to use.

For example, let’s say that you are deliberating between several mutual funds.

You can take the x-ray tool and determine if your fund choices have similarities.

These similarities include things like how many of the same stock you have in other funds.

You can also get the exact percentages of each holding for your entire portfolio.

If that is not enough, the tool will even interpret the results and let you know how your diversification is looking.

Are you properly diversified?

Do you have too much in one industry or sector?

Morningstar will let you know and reduce your overall risk.

Valuation

Morningstar uses its own propriety model to value companies.

The company utilizes a discounted cash flow model that remains undisclosed to the public.

But generally speaking, the way companies are valued is by discounting cash flow to the present, lump-sum value.

Screeners

The stock and mutual fund screeners are a life-saver for many.

You can quickly search for stocks and mutual funds based on your chosen criteria.

For example, you can search by star performance ratings.

The Bottomline

So, is Morningstar worth joining?

We will leave the decision up to you (like we have a choice).

Your options are two- and three-year subscriptions to the service.

The two-year subscription is $339, and the three-year subscription is $439.

Which One Is Better?

Okay, now that you have made it the end, we owe you an answer.

Motley Fool vs. Morningstar – which is the superior company?

If you need to choose one, go with The Motley Fool.

If you can try both, you need to try both (and heck, you might keep both).

The Motley Fool has more to offer everyone.

However, both services offer something unique,


MOTLEY FOOL ALERT HOT STOCK ALERT

*** 9:08 AM ET SEPTEMBER 1, 2020 ALERT: ZOOM VIDEO (TICKER:ZM is up $124 or 38% to $448 in early trading this morning due to a fantastic earnings release. ***

DO YOU OWN ZOOM? I DO AND I BOUGHT IT 4 TIMES IN THE LAST 12 MONTHS--THANKS TO THE FOOL!

The Motley Fool has been hot on the stock for a year now recommending it July 3, 2019 when it was at $90; then again Oct 3, 2019 when it was at $76; then again during COVID on March 19, 2020 when it was at $123 and finally again on April 156, 2020 when it was at $150. So now it is at $448.  THAT  is exactly how they get their incredible returns year after year.

Learn more about the Motley Fool Stock Advisor service and how you can get their picks for just $19.

Leave a Comment