Our thesis of significant profit improvement is playing out.
The company's a pioneer in plant-based meat, but competition is set to intensify.
Efficiency plan and portfolio review are positives, but questions linger about the core business.
Positive flows and market gains lift assets under management to a new record.
It may not be a pound-the-table bargain, but we like it as a defensive stock.
Amid calls for tech breakups, should investors adopt alternative approaches to valuation?
We see an opportunity to invest in the exceedingly cheap shares.
We see long-term potential for this wide-moat seed and chemical producer.
A strong network effect makes for a wide moat for this 4-star stock.
The market expects too much of Sherwin-Williams.
Cameco should benefit meaningfully from a recovery in uranium.
This combination will help the company exploit some key trends.
The wide-moat company is expanding outside life sciences for even more growth.
We think demand is poised to rebound, despite recession fears, and we expect Lennar to benefit.
It has generally bested all its oilfield services peers in returning cash to shareholders.
We don't expect a rebound in Apple's phone sales this year, and we think the stock's overvalued.
We're more optimistic on its margin expansion potential.
We see meaningful improvement and remain confident in the company's wide moat.
We expect its revenue to grow far faster than vehicle demand.
We think a PMI-Altria merger makes a lot of strategic sense.
Investors have an opportunity to benefit from the rapid adoption of cloud-based resources.
We don't think so, and we're still confident in CEO Larry Culp.
It's plagued by slow traffic and markdowns, but we think the dividend's safe.
The stock's the cheapest we can remember seeing in a number of years.
We think the oversupply causing lower lithium prices is temporary.
The average U.S. tariff rate on China is set to surge.
Even after the market’s positive reaction, the stock looks very undervalued.
Wesco is trading almost 50% below our fair value estimate.
We're more optimistic about its medium-term potential and have raised our fair value estimate.
It was ahead of the curve in refocusing its business on its core competency.
The agreement doesn't change our valuation of either company, however.
But the pipeline of competing drugs is full, so we don’t see a moat for the biotech.
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.
Even with our cooler outlook, there are values to be had.
However, it remains central to our narrow moat rating.
Healthy margins trump the added cyclicality resulting from recent deals.
We still think JLL is undervalued, however.
The software company seeks to upgrade a large and underserved government niche.
We think the pharmacy retailer can further leverage its significant scale.
We think it's done making bad capital-allocation decisions for a while.
The stock is trading at a compelling discount to our fair value estimate.