Julie Stralow
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Credit Outlook: Sector Updates and Top Bond Picks
… its capital investment as well as any stranded costs through rate-base increases. Daniel Rohr, Joscelyn Mackay, Julie Stralow , Michael Hodel, Jim Leonard, Rick Tauber, Jeff Cannon, Min Tang-Varner, and Joseph DeSapri contributed to this …
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Credit Outlook: Sector Updates and Top Bond Picks
… qualities if indeed we're looking at an extended period of weakness for Europe. Daniel Rohr, Joscelyn Mackay, Julie Stralow , Michael Hodel, Jim Leonard, Rick Tauber, Jeff Cannon, Min Tang-Varner, Joseph DeSapri, Travis Miller, and …
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Orthopedic Device Makers' Competitive Advantages Waning
By Morningstar : By Julie Stralow , CFA Orthopedic industry moat trends are declining as a result of increasing regulatory and reimbursement pressures, and ongoing …
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Smith & Nephew: Innovation, Education Key to Emerging MarketJulie Stralow : Hello, I'm Julie Stralow , equity analyst at Morningstar. Today, we have Phil Cowdy here from Smith & Nephew. Smith & Nephew is one of the top innovators in the orthopedic device industry. However, shares have been constrained …
Julie Stralow : Hello, I'm Julie Stralow , equity analyst at Morningstar. Today, we have Phil Cowdy here from Smith & Nephew. Smith & Nephew is one of the top -
Credit Outlook: Sector Updates and Top Bond Picks
… upgrade and driving spread tightening as investment-grade buyers move into the name. Daniel Rohr, Joscelyn Mackay, Julie Stralow , Michael Hodel, Jim Leonard, Rick Tauber, Jeff Cannon, Min Tang-Varner, Travis Miller, and Jason Stevens also …
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How Health-Care Reform Will Affect Device Makers… managed care. Today it's my great pleasure to welcome Julie Stralow to talk about how health-care reform will affect device companies. Julie, thanks for coming. Julie Stralow : No problem, good to be here. Kobayashi-Solomon …
pharma and also managed care. Today it's my great pleasure to welcome Julie Stralow to talk about how health-care reform will affect device companies. Julie, thanks for coming. Julie Stralow : No problem, good to be here. Kobayashi-Solomon : First, before we discuss health-care reform, I've just got to take a victory -
Medical Device Shares Are Priced Below Worst-Case Scenarios
By Morningstar : by Julie Stralow , CFA For the past couple years, the Food and Drug Administration has been reviewing the regulatory process that most medical …
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Mixed Performance Ahead for Credit Sector
… higher than POSCO, the prevailing spread between the two firms' bonds seems too wide. Daniel Rohr, Joscelyn Mackay, Julie Stralow , Michael Hodel, Jim Leonard, Rick Tauber, Jeff Cannon, Min Tang-Varner, Travis Miller, and Jason Stevens also …
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Credit Outlook: Sector Updates and Top Bond Picks
… of peer Arch Coal's 7.25% notes of 2020 (T+329 bps to Oct 18 call @100). Daniel Rohr, Joscelyn Mackay, Julie Stralow , Michael Hodel, Patrick Goff, Rick Tauber, Jeff Cannon, Min Tang-Varner and James Sinegal also contributed to …
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Earnings Reports Trump Economic Data
… services, especially health care, we could see a period of GDP improvement even as total consumption moderates. Julie Stralow , a senior health-care analyst at Morningstar, noted that orthopedic supplier Stryker SYK had a better-than …