Stock Strategist

The partial sale of its Kantar business has no effect on our valuation.

DaVita and Fresenius are best positioned to capture the incremental profits from home therapy.

We think brand development and investment in design will keep it far ahead of rivals.

The leader in automotive and power semiconductors is undervalued, in our view.

We think the company's strength in fragrance more than offsets weakness in lingerie.

Unfazed by trade war, company continues to see opportunity in China.

We continue to believe the shares are undervalued.

We think the grocer is likely to reward patient investors.

A revitalized portfolio and strengthened execution stand to support sales gains.

The market seems to be overestimating AMD's long-term prospects.