Earnings Call Transcripts by Morningstar Inc.
Mon, 5 May 2014
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Merger activity sizzles in the food business, Apple experiments with Beats, and Pfizer stays disciplined.
Becker Value comanager Marian Kessler discusses the fund's sell discipline, as well as her outlook for top holdings JP Morgan, Pfizer , and ExxonMobil.
Recent data are suggesting slightly improving employment conditions, which bodes well for the April report, says Morningstar's Bob Johnson.
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.
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