Article Archive: Stock Strategist Industry Reports

Title Collection Author Date
Lloyds' Narrow Moat Isn't Drying Up Stock Strategist Industry Reports Erin Davis 12/19/14
Copper's Resilience Won't Last Stock Strategist Industry Reports Daniel Rohr, CFA 12/12/14
Utilities' Dividends Still Best of Breed Stock Strategist Industry Reports Andrew Bischof, CFA 12/10/14
Forwarders Finally See Airfreight Gain Altitude Stock Strategist Industry Reports Matthew Young, CFA 11/21/14
Halliburton and Baker Hughes Make Combination Official Stock Strategist Industry Reports Robert Bellinski, CFA 11/19/14
Cruise Ships in the Moat Stock Strategist Industry Reports Jaime M. Katz, CFA 10/06/14
Reasonable Leverage, Growth Prospects, Moats, and Valuation Guide Our REIT Picks Stock Strategist Industry Reports Todd Lukasik, CFA 10/03/14
Should P&C Insurers Be Afraid of Climate Change? Stock Strategist Industry Reports Brett Horn 09/29/14
Consolidation Considerations in Kinder Deal Aftermath Stock Strategist Industry Reports Jason Stevens 09/26/14
Would Crude Exports Mean the End for Refiners' Moats? Stock Strategist Industry Reports Allen Good, CFA 09/12/14
A Matter of Time for Health-Care REITs Stock Strategist Industry Reports Todd Lukasik, CFA 08/15/14
Finding Value in Alternative Asset Managers Stock Strategist Industry Reports Stephen Ellis 08/13/14
Pipe Dreams: Time to Sell These Gas Utilities Stock Strategist Industry Reports Mark Barnett 07/21/14
Tides Turn for These Orthopedic Firms Stock Strategist Industry Reports Debbie S. Wang 06/30/14
BNY Mellon Isn't the Underdog It Seems Stock Strategist Industry Reports Erin Davis 06/27/14
Two Auto-Parts Retailers Gain Moats From Growing Cost Advantages, Industry Consolidation Stock Strategist Industry Reports Liang Feng 05/14/14
Tesla Factory Electrifies Lithium Producers Stock Strategist Industry Reports Jeffrey Stafford, CFA 04/18/14
All Dressed Up and Ready to Go Stock Strategist Industry Reports Bridget Weishaar 04/14/14
Moats Drive Auto Dealerships Stock Strategist Industry Reports David Whiston, CFA, CPA, CFE 03/31/14
Refine Your Portfolio With This Energy Idea Stock Strategist Industry Reports Allen Good, CFA 03/05/14
Commercial Loans: A Bubble About to Burst? Stock Strategist Industry Reports Jim Sinegal 01/13/14
Exxon's Finally Set to Catch Chevron Stock Strategist Industry Reports Allen Good, CFA 12/20/13
European Banks Aren't as Healthy as Investors Think Stock Strategist Industry Reports Erin Davis 12/16/13
Late-Stage Businesses Drive Narrow Moats for CROs Stock Strategist Industry Reports David Krempa, CFA 11/29/13
Our Transition to Net Asset Value Methodology for Oil Sands Producers Stock Strategist Industry Reports David McColl 11/13/13
Why Fixing Pemex Is Important for Oil Services Stock Strategist Industry Reports Stephen Ellis 10/16/13
Slowing Farm Equipment Market Won't Uproot Economic Moats Stock Strategist Industry Reports Adam Fleck, CFA 10/04/13
EA and Activision Command the Console Cycle Stock Strategist Industry Reports Carr Lanphier 10/02/13
More Buybacks on the Way in the Packaging Industry Stock Strategist Industry Reports Todd Wenning, CFA 09/27/13
Elevated Market Expectations Dim Attractiveness of 3-D Printers Stock Strategist Industry Reports Daniel Holland 09/25/13
Equity Market Gains Not Lifting All Asset Manager Boats Stock Strategist Industry Reports Greggory Warren, CFA 09/02/13
Economic Moat Crossing Ahead: Railroads Advance to Wide Stock Strategist Industry Reports Keith Schoonmaker, CFA 08/26/13
When Will These 4-Star Utilities Power Up? Stock Strategist Industry Reports Travis Miller 08/23/13
The Bifurcation of the Land Rig Fleet Is Here Stock Strategist Industry Reports Connie Hsu, CFA 08/07/13
Iraq Is Still a Game Changer, and OPEC Should Be Scared Stock Strategist Industry Reports Stephen Ellis 07/24/13
Digital Advertising Boosts Ad Agencies' Competitive Position Stock Strategist Industry Reports Michael Corty, CFA 07/17/13
Powering Ahead: Why Harley-Davidson and Polaris Can Sustain Their Competitive Positions Stock Strategist Industry Reports Jaime M. Katz, CFA 07/10/13
Unique Characteristics in Dental and Veterinary Distributor Markets Support Wide Economic Moats Stock Strategist Industry Reports Michael Waterhouse 07/05/13
Keep First American on Your Radar Stock Strategist Industry Reports Jim Ryan 07/01/13
Potash Prices Have Come Down Near Our Long-Term Forecast, Eliminating a Potential Encumbrance to Equity Values Stock Strategist Industry Reports Jeffrey Stafford, CFA 06/12/13
Canada Still a Very Compelling Backdrop for Telecom Investing Stock Strategist Industry Reports Imari Love 05/29/13
U.K. Life Insurers: Avoid the Winner, Look at the Underperformer Stock Strategist Industry Reports Vincent Lui, CFA 05/27/13
Intel, TSMC, and Samsung Are Driving Semiconductor Capital Spending in 2013 Stock Strategist Industry Reports Andy Ng 05/20/13
Heavy and Cheap Mean Valuable Moats Stock Strategist Industry Reports Elizabeth Collins, CFA 05/15/13
When the Canadian Housing Bubble Pops Stock Strategist Industry Reports Dan Werner 05/13/13
Open Road Ahead for U.S. Autos Stock Strategist Industry Reports David Whiston, CFA, CPA, CFE 05/10/13
Industrial Gas Firms Pull Economic Moats Out of Thin Air Stock Strategist Industry Reports Basili Alukos, CPA, CFA 05/08/13
An Island of Safety in the Financial Sector Stock Strategist Industry Reports Brett Horn 04/24/13
All Aboard Containerboard? Not So Fast--It's Still a No-Moat Industry Stock Strategist Industry Reports Todd Wenning, CFA 04/19/13
Outlook for Online Travel Remains Attractive for Global Players, Reinforces Our Narrow Economic Moat View Stock Strategist Industry Reports Dan Su, CFA 04/17/13