Stock Strategist

Cost-saving plans and product launches should offset patent losses and drive growth.

AIG needs only a modest improvement to be materially undervalued.

We think customers will look past the nanometer headlines.

The stock has languished, but we still like this wide-moat company.

The company will benefit from capacity expansions at its attractive low-cost assets.

New management is taking the company in the right direction, and Amcor has made a generous offer.

But while the expanded development plan is accretive to our net asset value, we still see little upside remaining.

We think the shares still have room to run following the FES resolution.

The regulator is looking at ways to allow retail investment in companies like Airbnb and Uber.

We expect the shares will trend lower in the long term, given growth and business opportunities.

The market reaction to glyphosate's legal issues looks overdone.

But we think the latest acquisition is moat-enhancing and fairly priced.

We think the automotive seating company's woes are fixable.

We see the short-term sell-off as a long-term buying opportunity.

This wide-moat security products company is attractively valued.

We believe this Mexican airport operator is the best positioned to take advantage of increasing traffic.

We've upgraded our moat rating to wide and think the shares are undervalued.

We expect the pharma company to continue earning excess returns.

The company's entrenched products and developing pipeline are underappreciated.

The ridesharing pioneer is likely to maintain its competitive advantage via its network effect.

A leading portfolio of beverages and snacks will feed returns on invested capital.

Even after raising our fair value estimate, we think the market is too optimistic.

A rare network advantage in a rapidly growing industry is worth a premium valuation.

The ad firm has some of the most acclaimed agencies in the business.

We believe it has a sizable opportunity in NGL exports.

The company should finally realize the benefits of its growth strategy this year.

The company is looking at strategic alternatives for its power solutions segment.

Alzheimer's therapy shows promising results.

The pre-eminent network security vendor should benefit from cybersecurity consolidation.

Switching costs are strong, but not necessarily getting stronger.

Cruise line still sails in a moat based on efficient scale, cost advantages, and intangible brand assets.

The company continues to benefit from its expansive scale and the low incremental costs of providing payroll and new offerings to customers.

The narrow-moat company's strong association with the expansive global soccer market should continue to aid its brand equity.

This waste and recycling service provider enjoys enviable competitive positioning.

Regulatory and pension concerns are unfairly punishing the stock.

The wide-moat company is on course to boost its dividend and offers hefty upside.

As specialty ingredients make up more of the portfolio, we expect rising profits.

Cost and creative efforts should begin to pay off in the second half.

The market underestimates this utility's ability to increase long-term earnings and the dividend.

The company offers a compelling midstream opportunity and a strong dividend yield.

We think the company can leverage its domestic product lineup as it grows internationally and builds its instant oil change presence.

With volatile Apergy on its own, Dover is leaner and more focused.

Online sales are boosting growth but hurting profitability for now.

We view Microchip as one of the best-run companies in the microcontroller market.

We think the market’s overreaction provides an entry point for long-term investors.

We see a massive market opportunity for the undervalued company.

Market overreaction offers an opportunity to invest in an E&C leader.

We expect the combined company will fundamentally change how healthcare is provided to individuals.

We still think the stock’s overvalued.

Clinical trial requirements and the lack of interchangeability mean that Botox remains a wide-moat franchise.