Berkshire's portfolio can give some guidance to weary investors.
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In this second excerpt from their new book, Morningstar's Heather Brilliant and Elizabeth Collins detail how companies leverage cost advantage and switching costs to their benefit.
Health-care exchanges provide the biggest uncertainty going into 2014.
Novel products will allow drug firms to achieve price premiums on diabetes drugs in the U.S. and at least retain level pricing internationally.
Med-tech multinationals look to the East for growth in China.
As the ultimate impact of Obamacare comes into focus, the sector’s winners and losers are becoming more apparent.
As the ultimate impact of Obamacare comes into focus, the sector's winners and losers are becoming more apparent.
While we remain bullish on the sector, health-care growth depends on the economy.
Obamacare will benefit some sectors more than others, but poor economy and pricing pressures are the biggest challenges most health-care firms must face.