I have some bond maturities shortly. Matthew Coffina says, "HCP is the closest thing we own to a bond, yet I would choose this leading health-care REIT over a fixed income security any day." The current yield is 5.21%. Any thoughts?
using fundamental research to identify great companies trading at a discount. As Morningstar Stock Investor Editor Matthew Coffina , CFA put it , "I remain focused on a singular goal: seeking out companies with strong and growing competitive advantages
of those factors are, and also his expectations for returns going forward. Matt, thanks for joining me today. Matthew Coffina : Thanks for having me, Jeremy. Glaser: Benjamin Graham famously said in the short term the market is a voting
editor of StockInvestor , and he previously was the valuation model developer. Matt, thanks for joining me today. Matthew Coffina : Thanks for having me, Jeremy. Glaser: Let's start at the beginning. What kind of model do our analysts use
adding to MLPs, master limited partnerships, with the time horizon of forever? Do those stocks look attractive? Matthew Coffina : Well, I think that there is relatively few opportunities among MLPs right now. Two names that I do like, [TICKER
Millennium Pharmaceuticals and also recently discontinued development of its own EGFR antibody (a similar drug to Imclone's Erbitux), would be a likely outside bidder. Morningstar equity analyst Matthew Coffina also contributed to this note.
Erbitux salesforces in the United States, but it also stems from Bristol's understanding of Imclone's pipeline potential--factors that aren't likely to be duplicated in an outside bid. Matthew Coffina contributed to this note.