A strong brand and sticky services businesses combine to ward off competitive threats.
The biopharma is well positioned with its label expansions and pipeline.
The wide-moat company is aiming beyond its dominance of content creation.
A negative reaction to earnings provides an opportunity for investors.
We think the shares are undervalued, but the road to improvement could be rocky.
Acquisitions, investments, share repurchases, or dividends are some options.
A broad array of oncology and autoimmune programs gives the company a larger margin of error.
Despite the short-term pain, the cut is good news for long-term investors.
Its entrenched leadership position results in a wide moat.
Strong e-commerce and Rack stores set it apart.
Expenses are declining and sentiment is improving.
However, we lack confidence in the sustainability of its economic profits.
We expect new CEO Culp will successfully lead a multiyear turnaround.
The insurer has had its share of problems, but we think it's turned the corner.
It's enhancing long-term growth prospects in an increasingly uncertain macro environment.
We think the automaker is undervalued.
We see long-term growth opportunities for the water technology company.
Efforts to hone its focus are starting to yield top-line gains.
The wide-moat company's progress on its Goderich mine operations is encouraging.
The wide-moat company dominates medical technology.
It's able to hold less capital against credit card loans compared with its larger, more regulated rivals.
We think the deal is strategically and financially positive.
Headwinds abound, but the poultry producer is poised to benefit from recent tie-ups.
We expect globalization will be a key growth driver for the wide-moat company.
Despite slower yield growth, we expect operating cash flow to still rise.
Small-quantity rollbacks won't weigh on the stock indefinitely.
Management's initiatives in the U.S. and China help to reinforce our wide moat rating.
It has a wide moat and an attractive yield, and now's the time to invest.
The company's size and scale, strength of brands, and consistent record are strong advantages.
We like its earnings growth potential and cash-generating ability.
We think the company has several significant opportunities to create value.
We think the company's advantages will protect shareholder returns over the long run.
We think the wide-moat equipment maker is well positioned to benefit from global ag trends.
Our sum-of-the-parts assessment surpasses our current fair value estimate.
Its core operations will be needed no matter how market dynamics shift.
We don't think the market appreciates the industrial gas producer's revenue potential.
We see potential for higher revenue growth as operations stabilize.
We see a good opportunity to invest in this wide-moat Internet giant.
Selling part of BHGE sooner is a necessary move, in our view.
It remains an industry leader in RF chips with an improving position in 5G.
We think the wide-moat company’s strong network effect will allow it to weather the near-term storm.
This wide-moat company trades well below our valuation and has a decent dividend yield.
The pharma distributor has a solid foundation and a bright outlook, in our opinion.
Market reaction to AB InBev’s dividend cut makes the shares even more attractive.
It isn't all good news, but we think the benefits outweigh the risks.
The wide-moat firm’s recent growth has been exceptionally diverse and widespread and we see shares as modestly undervalued.
Being a leader in the declining hard disk drive market isn’t enough for a moat.
Its successful transition to the cloud reinforces the company's wide moat.
U.S. asset managers' valuations are depressed, but we see some opportunity.
The shares are commanding an increasingly premium price without a major shift in fundamentals.