United Rentals Announces First Quarter 2015 Results
Select Comfort Sends Letter to Shareholders Highlighting Clear Distinction Between Its Successful Strategy and Blue Clay’s Risky, Poorly Conceived Plans
With the addition of Boots Alliance, the firm is now a premier global retail powerhouse.
Absent a potential takeout, prolonged price competition and low returns on capital will depress investment returns.
Those firms with moats will continue to take share, despite near-term uncertainty about foreign exchange, European spending, and Asia Pacific regional growth.
Investors who ignore the new, more profitable GM are missing an opportunity to get alpha in a market where bargains are scarce.
Dominion is uniquely positioned to invest in high- ROIC energy infrastructure.
Some investors are concerned about the firm's expanding footprint, but emerging-market assets are driving ROIC outperformance.
Southwestern Energy still has huge inventory in the Fayetteville and Marcellus shales.
Morningstar StockInvestor editor Matt Coffina explains ROIC , WACC, and the 5 sources of a moat.