@morningstarinc

Active since May 2026 · 12 directional calls across 12 tickers

YTD return
+1.79%
12 picks this year
Lifetime return
+1.16%
$12,000 simulated invested
Win rate
50%
across directional calls
Best call
$APH +25.0%
"significantly undervalued"
Worst call
$CIEN -16.0%
"saw a moat upgrade"
Avg pick return
+1.16%
mean across graded calls

$KO

First call May 2026 · last call May 2026

$82.62 as of Jun 12
-2.68% 1 call
-1.40% 1 call
  • Bullish
  • Bearish

Calls on $KO

  1. @morningstarinc · Bearish

    $KO and $STX are among the 14 stocks now rated as expensive. https://t.co/GPQWfMLZRy

Latest calls

  1. $KO · Bearish

    $KO and $STX are among the 14 stocks now rated as expensive. https://t.co/GPQWfMLZRy

  2. $COF · Bullish

    $COF and $MCO are among the stocks that fell into undervalued territory. https://t.co/R2cT5lxx5K

  3. $MCO · Bullish

    $COF and $MCO are among the stocks that fell into undervalued territory. https://t.co/R2cT5lxx5K

  4. $ZTS · Bullish

    $ZTS, $VEEV and 10 more undervalued healthcare stocks look attractive today. See the full list here: https://t.co/vOgypU6hnp

  5. $VEEV · Bullish

    $ZTS, $VEEV and 10 more undervalued healthcare stocks look attractive today. See the full list here: https://t.co/vOgypU6hnp

Risk read

  • Returns hinge on one outlier winner.
Score breakdown
  • low win rate50.0
  • concentration0.0
  • young account0.0
  • outlier dependency100.0