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 .
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.
A handful of health-care names are selling at premiums now, but buying opportunities are surfacing, as well.
As the ultimate impact of Obamacare comes into focus, the sector’s winners and losers are becoming more apparent.