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.
We assess the Morningstar rating for stocks through three lenses.
We think this no-moat company’s shares are undervalued.
Higher prices from elevated snowfall should more than offset near-term operational challenges.
The wide-moat company leads the market in medical technology.
We believe the current share price already reflects much of what could go wrong.
The market's fascination with heated tobacco has left this company unloved.
The wide-moat company is working to boost sales as well as profitability.
Innovation enables increasing dollar content per vehicle and bolsters margins.
We think much of the possible downside is accounted for in the current price.
The undervalued carrier is set for more aggressive growth with the launch of 4G services and 5G on the horizon.
We think the market is overreacting to the news of lower first-quarter production.
Improved profitability should follow the apparel maker's return to revenue growth.
Its products are the industry standard for creative professionals.
Robust travel demand supports pricing growth for the cruise operator, driving profit gains.
Its plan to increase capital spending sets it apart from integrated peers.
We think fears regarding the company's near-term profitability are exaggerated.
Good year-end results are evidence of AB InBev’s strong competitive positioning.
Its place at the intersection of purchasing and analytics creates a narrow moat.
Expansion abroad, aided by recent M&A, bodes well for the top and bottom lines.
A growing portfolio of rare-disease drugs digs a moat for the company.
Few can match the company's pervasive presence in hospitals.
REX plays an important part in the U.S. natural gas market.
It’s building its brand equity globally and across segments.
It is reinstating the cash dividend, with plans to increase it.
This wide-moat company is the world’s largest pure-play software-as-a-service vendor.
Positive flows, market gains, and acquisitions should drive assets under management higher.
We think the snack maker is well suited to cater to consumers' continued desire to indulge.
It's one of the lowest-cost oil producers in our coverage universe.
The waste-to-energy operator should benefit from global sustainability initiatives.
The new CEO's background inspires confidence that he can fix issues.