Opportunistic Investor
Investing in Companies with Growing Economic Moats
Morningstar Opportunistic Investor is more nimble and enterprising than its sister products. Editor Mike Tian invests in the wide-moat companies of tomorrow. He targets companies as their competitive advantages are improving. These established, expanding-moat companies follow understandable business models in growing end markets with durable tailwinds. When investing, Mike demands a margin of safety.
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Three Stock Picks
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2 – 3 Growing-Moat Opportunities per Month
Mike and colleague Stephen Ellis deliver 2 – 3 timely and in-depth growing-moat ideas per month via email and the exclusive Opportunistic Investor web site. Ideas are also compiled into an easy-to-print PDF each month.

Widening-Moat Watchlist
Use our comprehensive Widening-Moat Watchlist to monitor companies whose economic moats are trending positive.

Access to Mosaic Portfolio Holdings
We put our best growing-moat ideas to work so our subscribers can invest right along with us in Opportunistic Investor's Mosaic Portfolio, our six-figure, real-money portfolio. And we will alert you of purchases and sales as they happen.

Interactive web site
Our interactive Web site provides access to more than 12 months of stock ideas and commentary and daily prices and fair values for all growing-moat companies.

The Morningstar Guarantee If you are unhappy with our newsletter for any reason, cancel within 14 days of the start date by calling toll free, 1-866-910-1145, and you will not be charged. After that, you may cancel at any time, and we will refund the remaining months left on your subscription. Your satisfaction is our priority.
Frequent e-mail commentary
Timely buy/sell alerts
Full access to the OpportunisticInvestor Web site
Try us out with our 2-week Free Trial. Cancel prior and your card will not be charged. Thereafter, if it's still not for you, get a pro-rated refund.
Monthly $19.95
One Year $199
$189 for Premium Members
To order by phone, call 866-910-1145. If you are outside the US, please call 312-384-3838.
 
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