Unexpectedly robust sales of hepatitis C drug Olysio helped lift the drug giant’s pharma segment, while medical devices struggled, says Morningstar’s Damien Conover .
The health-care sector has a higher volume of moat firms compared with other industries, and companies' patent and brand power deliver very strong returns on capital.
This week: Financial-services firms post lukewarm earnings, two tech giants strike a deal, Time Warner turns down a foxy offer, and more.
Many developed-country health-care firms have deep roots in emerging markets and can be a good way to gain exposure, says Morningstar's Damien Conover .
The firm's consumer and medical-device group are lagging, but strong results from the pharmaceuticals side should drive earnings throughout this year and into 2015, says Morningstar's Damien Conover .
Cost-cutting, tax opportunities, and oncology synergies are motivating factors for Pfizer, and the firms will likely agree to merge, says Morningstar's Damien Conover .
As the ultimate impact of Obamacare comes into focus, the sector's winners and losers are becoming more apparent.
A handful of health-care names are selling at premiums now, but buying opportunities are surfacing, as well.
Bank of America makes a boo-boo, Twitter shares are still flying too high, Morningstar heads to Omaha, and more.
Draghi drops a hint, Whole Foods takes a hit, and Alibaba's impending IPO raises questions for Yahoo.