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Morningstar, Inc.

Publishes in EN · 120 graded calls · YouTube ↗ ·
61crispyBooger Score · 50 is a coin flip

50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.

A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.

crispy — edges luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.

Most coveredFidelity High Dividend ETF 3Nvidia 3 →Walmart 3 →

30d record, oldest first

The record

136 calls · newest first · every one links to its source
2026-09-16Seagate Technology → STX▼ down

3 Overvalued Stocks to Avoid in September

Seagate Technology is overvalued and vulnerable in a market downturn — a stock to avoid in September.

7d +18.0% ✗30d in 21d90d in 81d
2026-09-09Portland General Electric → POR▲ up

3 Defensive Stocks to Buy in September

POR is an undervalued defensive stock with an economic moat to buy in September.

7d -2.0% ✗30d in 14d90d in 74d
2026-09-09UnitedHealth Group → UNH▲ up

3 Defensive Stocks to Buy in September

UNH is an undervalued defensive stock with an economic moat to buy in September.

7d -3.9% ✗30d in 14d90d in 74d
2026-09-03Allspring Asset Allocation Fund → EAAFX▼ down

3 Flailing Funds to Avoid

Listed as a 'flailing fund to avoid' — negative outlook on the fund.

7d -1.9% ✓30d in 8d90d in 68d
2026-09-03American Century Global Bond Fund → AGBAX▼ down

3 Flailing Funds to Avoid

Listed as a 'flailing fund to avoid' — negative outlook on the fund.

7d -0.6% ✓30d in 8d90d in 68d
2026-09-03Invesco Active Allocation Fund → OAAAX▼ down

3 Flailing Funds to Avoid

Listed as a 'flailing fund to avoid' — negative outlook on the fund.

7d -1.8% ✓30d in 8d90d in 68d
2026-08-27Fidelity High Dividend ETF → FDVV▲ up

3 Great Dividend Stock ETFs

Named as one of 3 great dividend stock ETFs to buy now

7d +0.7% ✓30d in 1d90d in 61d
2026-08-27Vanguard High Dividend Yield ETF → VYM▲ up

3 Great Dividend Stock ETFs

Named as one of 3 great dividend stock ETFs to buy now

7d +0.3% ✓30d in 1d90d in 61d
2026-08-20iShares A.I. Innovation and Tech Active ETF → BAI▼ down

3 Overrated ETFs

Called an overrated ETF with better options available

7d +1.6% ✗30d +5.4% ✗90d in 54d
2026-08-20Vanguard Russell 2000 Index Fund ETF Shares → VTWO▼ down

3 Overrated ETFs

Called an overrated ETF with better options available

7d +0.7% ✗30d -3.8% ✓90d in 54d
2026-08-19Reckitt Benckiser → RBGLY▲ up

3 Cheap International Stocks to Buy

Named a cheap international stock to buy with an economic moat, attractive today

7d +2.8% ✓30d -3.2% ✗90d in 53d
2026-08-19Sony Group → SONY▲ up

3 Cheap International Stocks to Buy

Named a cheap international stock to buy with an economic moat, attractive today

7d +2.7% ✓30d -0.1% ✗90d in 53d
2026-08-19Fresenius Medical Care → FMS▲ up

3 Cheap International Stocks to Buy

Named a cheap international stock to buy with an economic moat, attractive today

7d -1.8% ✗30d -6.9% ✗90d in 53d
2026-08-06Vanguard Total Bond Market Index Fund → VBTLX▲ up

17,375 Bonds to Buy Now!

Recommended as a cheap broad fixed-income index fund to buy now

7d +0.2% ✓30d -0.2% ✗90d in 40d
2026-07-09Templeton Global Bond Enhanced → TGTRX▼ down

3 Funds That Could Get Smoked

Templeton Global Bond Enhanced (TGTRX) is a risky fund that could get smoked.

7d +0.3% ✗30d +2.1% ✗90d in 12d
2026-07-09ARK Innovation ETF → ARKK▼ down

3 Funds That Could Get Smoked

ARK Innovation (ARKK) is packing big risk and could get smoked.

7d -6.0% ✓30d -1.3% ✓90d in 12d
2026-07-09TCW Transform Systems ETF → PWRD▼ down

3 Funds That Could Get Smoked

TCW Transform Systems (PWRD) is a risky fund that could get smoked — one to avoid.

7d -4.5% ✓30d -3.1% ✓90d in 12d
2026-07-08Nvidia → NVDA▲ up

2 Cheap Stocks to Buy in July

Nvidia is a wide-moat company whose stock looks like a bargain — a cheap stock to buy in July.

7d +4.1% ✓30d +9.7% ✓90d in 11d
2026-07-08Broadcom → AVGO▲ up

2 Cheap Stocks to Buy in July

Broadcom is a wide-moat company whose stock looks like a bargain — a cheap stock to buy in July.

7d +1.4% ✓30d +10.1% ✓90d in 11d
2026-07-01Nebius Group → NBIS▼ down

3 ‘Bubbly’ Stocks to Avoid

Nebius Group is a 'bubbly' stock that has gotten ahead of itself and should be avoided.

7d -5.5% ✓30d -16.9% ✓90d in 4d
2026-07-01Western Digital → WDC▼ down

3 ‘Bubbly’ Stocks to Avoid

Western Digital is a 'bubbly' stock that has gotten ahead of itself and should be avoided.

7d -8.0% ✓30d -8.9% ✓90d in 4d
2026-07-01Lam Research → LRCX▼ down

3 ‘Bubbly’ Stocks to Avoid

Lam Research is a 'bubbly' stock that has gotten ahead of itself and should be avoided.

7d -14.8% ✓30d -25.1% ✓90d in 4d
2026-06-25iShares LifePath Target Date 2070 ETF → ITDJ▲ up

3 Top US ETFs for 2026 and Beyond

ITDJ is a top US ETF for long-term investors in 2026 and beyond.

7d +1.0% ✓30d -0.0% ✗90d +3.0% ✓
2026-06-25Fidelity Investment Grade Bond ETF → FIGB▲ up

3 Top US ETFs for 2026 and Beyond

FIGB is a top US ETF for long-term investors in 2026 and beyond.

7d -0.4% ✗30d -1.2% ✗90d -3.0% ✗
2026-06-25SPDR Portfolio S&P 500 ETF → SPYM▲ up

3 Top US ETFs for 2026 and Beyond

SPYM is a top US ETF and solid long-term portfolio addition for 2026 and beyond.

7d +1.6% ✓30d +0.8% ✓90d +5.0% ✓
2026-06-18Natixis Loomis Sayles Focus Growth ETF → LSGR▲ up

3 Awesome Active ETFs for 2026 and Beyond

LSGR is a good long-term bet among active ETFs for 2026 and beyond.

7d -4.8% ✗30d -1.1% ✗90d +3.6% ✓
2026-06-18Capital Group Core International Equity ETF → CGIC▲ up

3 Awesome Active ETFs for 2026 and Beyond

CGIC is a good long-term bet among active ETFs for 2026 and beyond.

7d -1.8% ✗30d -4.1% ✗90d -1.4% ✗
2026-06-10Nokia → NOK▼ down

2 Overpriced Stocks to Sell

Nokia is remarkably overvalued after its rally and is a stock to sell.

7d +3.2% ✗30d -7.2% ✓90d -20.5% ✓
2026-06-10Arm Holdings → ARM▼ down

2 Overpriced Stocks to Sell

Arm Holdings is remarkably overvalued after its rally and is a stock to sell.

7d +36.3% ✗30d +5.2% ✗90d -14.9% ✓
2026-05-27Microsoft → MSFT▲ up

Why Microsoft Stock Is Worth $600

Microsoft is worth $600 per share, above where the market prices it; Morningstar is more constructive on the stock than the market.

7d +3.5% ✓30d -9.6% ✗90d +19.4% ✓
2026-05-19Northrop Grumman → NOC▲ up

3 More Stocks to Buy After Earnings

Northrop Grumman is a wide-moat stock with a recent fair value increase that looks attractive to buy after earnings.

7d +0.1% ✓30d -5.9% ✗90d +2.9% ✓
2026-05-19Charles Schwab → SCHW▲ up

3 More Stocks to Buy After Earnings

Charles Schwab is a wide-moat stock with a recent fair value increase that looks attractive to buy after earnings.

7d -2.6% ✗30d -0.1% ✗90d +20.8% ✓
2026-05-19Arista Networks → ANET▲ up

3 More Stocks to Buy After Earnings

Arista Networks is a wide-moat stock with a recent fair value increase that looks attractive to buy after earnings.

7d +11.6% ✓30d +19.8% ✓90d +42.5% ✓
2026-05-05Watsco → WSO▲ up

3 Dividend Stocks for May 2026

Watsco is a recommended dividend stock pick for May 2026.

7d -0.8% ✗30d -12.3% ✗90d -23.8% ✗
2026-05-05Pfizer → PFE▲ up

3 Dividend Stocks for May 2026

Pfizer is a recommended dividend stock pick for May 2026.

7d -0.6% ✗30d -1.3% ✗90d -2.1% ✗
2026-04-09Schwab International Small-Cap Equity ETF → SCHC▲ up

3 ETFs for a Small-Cap Revival

SCHC is recommended as a way to profit from a small-cap revival.

7d +2.3% ✓30d +4.5% ✓90d -2.5% ✗
2026-04-09Avantis US Small Cap Equity ETF → AVSC▲ up

3 ETFs for a Small-Cap Revival

AVSC is recommended as a way to profit from a small-cap revival.

7d +1.0% ✓30d +3.6% ✓90d +9.1% ✓
2026-04-09Vanguard Small-Cap Index Fund ETF → VB▲ up

3 ETFs for a Small-Cap Revival

VB is recommended as a way to profit from a small-cap revival.

7d +2.4% ✓30d +5.7% ✓90d +8.4% ✓
2026-04-07Roche Holding → RHHBY▲ up

3 Dividend Stocks for April 2026

Roche Holding is presented as an attractive dividend stock to buy for April 2026.

7d +3.4% ✓30d +2.5% ✓90d +4.5% ✓
2026-04-07Fidelity National Information Services → FIS▲ up

3 Dividend Stocks for April 2026

FIS is presented as an attractive dividend stock to buy for April 2026.

7d +1.7% ✓30d +2.3% ✓90d -9.7% ✗
2026-04-07Air Products and Chemicals → APD▲ up

3 Dividend Stocks for April 2026

APD is presented as an attractive dividend stock to buy for April 2026.

7d +1.5% ✓30d +0.9% ✓90d +6.3% ✓
2026-03-26Royce Premier Investment → RYPRX▲ up

3 Funds for the HALO Trade

RYPRX is recommended as a fund to play the HALO trade.

7d +0.7% ✓30d +10.0% ✓90d +15.2% ✓
2026-03-26FMI Common Stock Investor → FMIMX▲ up

3 Funds for the HALO Trade

FMIMX is recommended as a fund to play the HALO trade.

7d +0.5% ✓30d +8.0% ✓90d +12.5% ✓
2026-03-26Lazard Global Listed Infrastructure Open → GLFOX▲ up

3 Funds for the HALO Trade

GLFOX is recommended as a fund to play the HALO trade.

7d +4.6% ✓30d +4.8% ✓90d +4.9% ✓
2026-03-24Honeywell → HON▼ down

3 Core Stocks to Scale Back On

Honeywell looks overpriced today; investors should scale back.

7d +2.0% ✗30d -3.3% ✓90d +3.5% ✗
2026-03-24Walmart → WMT▼ down

3 Core Stocks to Scale Back On

Walmart looks overpriced today; investors should scale back.

7d +1.8% ✗30d +8.2% ✗90d -3.8% ✓
2026-03-24Caterpillar → CAT▼ down

3 Core Stocks to Scale Back On

Caterpillar looks overpriced today; investors should scale back.

7d -1.1% ✓30d +16.8% ✗90d +42.9% ✗
2026-03-23Micron Technology → MU▲ up

4 Stocks to Buy with Winning Brands I March 23, 2026

Micron posted blowout results and Morningstar raised its fair value substantially, implying the market underappreciates the stock.

7d -20.4% ✗30d +20.6% ✓90d +199.7% ✓
2026-03-17Dodge & Cox Global Stock → DODWX▲ up

3 Great Funds for Your IRA in 2026

DODWX is recommended as a great fund to hold in an IRA in 2026.

7d -2.6% ✗30d +5.0% ✓90d +7.4% ✓
2026-03-17T. Rowe Price Dividend Growth → PRDGX▲ up

3 Great Funds for Your IRA in 2026

PRDGX is recommended as a great fund to hold in an IRA in 2026.

7d -1.3% ✗30d +3.3% ✓90d +8.0% ✓
2026-03-17Vanguard Global Wellington → VGWAX▲ up

3 Great Funds for Your IRA in 2026

VGWAX is recommended as a great fund to hold in an IRA in 2026.

7d -1.7% ✗30d +2.9% ✓90d +7.1% ✓
2026-03-12iShares Core Universal USD Bond ETF → IUSB▲ up

3 Great ETFs for an IRA in 2026

IUSB is recommended as a great ETF for an IRA in 2026.

7d +0.1% ✓30d +0.6% ✓90d +0.1% ✓
2026-03-12Fidelity High Dividend ETF → FDVV▲ up

3 Great ETFs for an IRA in 2026

FDVV is recommended as a great ETF for an IRA in 2026.

7d -1.4% ✗30d +2.7% ✓90d +8.0% ✓
2026-01-15Dimensional Core Fixed Income ETF → DFCF▲ up

3 Great ETFs for 2026 and Beyond

DFCF is a great ETF for 2026 and beyond that can be a portfolio cornerstone.

7d -0.1% ✗30d +1.1% ✓90d +0.5% ✓
2026-01-15Vanguard Total World Stock Index ETF → VT▲ up

3 Great ETFs for 2026 and Beyond

VT is a great ETF for 2026 and beyond that can be a portfolio cornerstone.

7d -0.0% ✗30d +0.9% ✓90d +2.8% ✓
2026-01-15SPDR Portfolio S&P 500 ETF → SPYM▲ up

3 Great ETFs for 2026 and Beyond

SPYM is a great ETF for 2026 and beyond that can be a portfolio cornerstone.

7d -0.5% ✗30d -1.4% ✗90d +1.4% ✓
2025-12-25Vanguard Short-Term Inflation-Protected Securities ETF → VTIP▲ up

3 Great ETFs Having a Lousy 2025

VTIP is a great ETF despite a lousy 2025 — short-term pain for a long-term leader.

7d +0.0% ✓30d +0.2% ✓90d +0.7% ✓
2025-12-25Avantis US Small Cap Value ETF → AVUV▲ up

3 Great ETFs Having a Lousy 2025

AVUV is a great ETF despite a lousy 2025 — short-term pain for a long-term leader.

7d -0.5% ✗30d +4.6% ✓90d +7.1% ✓
2025-12-25iShares MSCI USA Quality Factor ETF → QUAL▲ up

3 Great ETFs Having a Lousy 2025

QUAL is a great ETF despite a lousy 2025 — short-term pain for a long-term leader.

7d -0.9% ✗30d +1.3% ✓90d -3.2% ✗
2025-12-04JPMorgan International Research Enhanced Equity ETF → JIRE▲ up

3 ETFs for Diversifying Beyond AI

JIRE is recommended for diversifying beyond AI without paying for high AI expectations.

7d +1.1% ✓30d +4.4% ✓90d +8.1% ✓
2025-12-04Dimensional US Targeted Value ETF → DFAT▲ up

3 ETFs for Diversifying Beyond AI

DFAT is recommended for diversifying beyond AI without paying for high AI expectations.

7d +3.0% ✓30d +2.4% ✓90d +8.9% ✓
2025-12-04Schwab Fundamental U.S. Large Company ETF → FNDX▲ up

3 ETFs for Diversifying Beyond AI

FNDX is recommended for diversifying beyond AI without paying for high AI expectations.

7d +1.4% ✓30d +2.0% ✓90d +6.2% ✓
2025-11-11Hims & Hers Health → HIMS▼ down

3 Overvalued Stocks to Sell

Hims & Hers is among the most overvalued stocks Morningstar covers and should be sold.

7d -8.8% ✓30d -5.0% ✓90d -51.4% ✓
2025-11-11Delta Air Lines → DAL▼ down

3 Overvalued Stocks to Sell

Delta Air Lines is among the most overvalued stocks Morningstar covers and should be sold.

7d -1.1% ✓30d +22.2% ✗90d +29.9% ✗
2025-11-11Walmart → WMT▼ down

3 Overvalued Stocks to Sell

Walmart is among the most overvalued stocks Morningstar covers and should be sold.

7d -2.0% ✓30d +11.7% ✗90d +25.0% ✗
2025-10-23Dimensional International Value ETF → DFIV▲ up

3 Undervalued International Value ETFs

DFIV is an undervalued international value ETF poised to benefit with compelling upside.

7d +0.4% ✓30d +1.1% ✓90d +12.3% ✓
2025-10-23iShares MSCI EAFE Value ETF → EFV▲ up

3 Undervalued International Value ETFs

EFV is an undervalued international value ETF poised to benefit with compelling upside.

7d +0.4% ✓30d +0.3% ✓90d +9.5% ✓
2025-10-23Schwab Fundamental International Equity ETF → FNDF▲ up

3 Undervalued International Value ETFs

FNDF is undervalued and poised to benefit, offering compelling upside as prices converge with fair value.

7d +0.2% ✓30d -0.5% ✗90d +11.3% ✓
2025-10-21Americold Realty Trust → COLD▲ up

3 Surprising Stocks to Buy During Q4 2025

Americold Realty Trust is deeply undervalued and attractive to buy in Q4 2025.

7d -1.3% ✗30d -25.4% ✗90d -1.9% ✗
2025-09-23American Express → AXP▼ down

3 Warren Buffett Stocks to Avoid Today

Among the three most overvalued stocks in Berkshire Hathaway's portfolio; investors should avoid it.

7d -2.7% ✓30d +4.2% ✗90d +11.8% ✗
2025-09-23Jefferies Financial Group → JEF▼ down

3 Warren Buffett Stocks to Avoid Today

Most overvalued stock in Berkshire's portfolio; Morningstar fair value $47 and it trades well above that — investors should avoid it.

7d -4.0% ✓30d -19.4% ✓90d -6.4% ✓
2025-09-18Fidelity High Dividend ETF → FDVV▲ up

3 Dividend-Stock ETFs That Are Flying Under the Radar

Silver-rated under-the-radar high-yield dividend ETF that balances income and quality and may be worth a spot in your portfolio.

7d +0.2% ✓30d +1.4% ✓90d +2.4% ✓