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.
Are China and the U.S. headed for a new cold war?
We still value the narrow-moat company at $58 per share, as Uber Eats is outperforming our expectations.
We don't think the integrated oil company gets credit for its improvement.
Strong brands give the company a narrow economic moat.
We continue to expect earnings to accelerate starting next year.
The European integration story continues.
We don't think the market appreciates the significant derisking that has taken place.
Its autonomous vehicle plan has potential, but we're not changing our valuation yet.
As fresh water demand exceeds supply, wide-moat Ecolab stands to benefit.
We think it should be positive for those with a long-term investment horizon.
Profitability is in sight as we foresee Pinterest taking a pinch out of the global digital ad market.
Scana, tax reform, and the FERC required the utility to rethink its financing plans.
Even with the recent glyphosate loss, scientific studies still support the product.
We believe Palo Alto Networks is an attractive investment in cybersecurity.
Our fair value estimates for TransCanada and Enbridge are unchanged.
Even after recent failed drug trials, we think the company’s undervalued.
Multimodal options help and hurt municipal relations on Lyft's way to a subscription model.
The second-largest ride-sharing provider will be interesting to watch as it comes public.
The telecom is well positioned and has room to expand its margins.
We still see some upside in the stock for patient investors.