IGT Placing a Bet Outside of Its Sweet Spot
Demand for slots is slowing, so gaming manufacturers are changing strategies--and it will be worth the gamble.
Stock Strategist Industry Reports
Our analysts’ outlook on a particular sector or industry.
Latest
Walgreen's Narrow Economic Moat Is in Decline
Competition and pharmacy benefit managers are threatening.
Harley-Davidson's on the Road to Profit Growth
Even with shipments down, management squeezes out margin gains.
Canadian Banks Hold More Risk Than Reward
They offer competitive advantages and fair yields, but little upside in a challenging environment.
Is Apple's Momentum Sustainable?
Software is the key to this hardware firm's success.
Advanced Micro Devices' New Fusion Processors Are Gaining Ground
But Bulldozer hasn't cleaned up, which hurts our forecasts.
Aircraft Manufacturers May Be Cruising at Altitude
But does an order backlog mean tailwinds for commercial aerospace, or is it just overbooking?
Automation Firms Build Their Moats Through Integration
Reaping the rewards of investment, Rockwell is our favorite.
We Don't Feel at Home With Apartment REITs' Bullish Outlook
CEOs tout current tailwinds, but we're wary of long-term benefits.
For Monsanto, It's All About the Yield
The company has had its high-profile problems in the past few years, but it's still the seed king.
MercadoLibre Is Well Positioned for Latin America's E-Commerce Boom
But its valuation understates competitive and cyclical pressures.
National Semiconductor Is Poised to Benefit From Texas Instruments' Moat
The acquired portfolio should have plenty of opportunities to regain share.
Rig Downtime Challenges Persist for Transocean
The 2012 outlook for the offshore drilling firm appears very difficult.
Boston Scientific Falls Behind
Its lagging innovation has implications for the future.
Kinder Morgan Does the Midstream Two-Step
The merger with El Paso will create value for almost all stakeholders.
Alcoa's Upstream Value Not Shaken by Economic Uncertainty
The focus here is on selling prices and input costs, not demand.
Abbott Breakup Will Create Two Moaty Companies
We believe both businesses have strong and sustainable competitive advantages.
Ball Looks to Beverage Can Business for Growth
International expansion and product innovation will be key.
FDA Adapts to an Expanding Generic Drug Industry
The large manufacturers shouldn't have much trouble with the new requirements, though.
American Tower Signals It's Still Best in Class
Its structure is changing, but its asset base, debt load, and operational execution keep it tops.
Solar Downturn Still in the Early Innings
First Solar is the one company that we think may have near-term upside.
Orthopedic Device Makers Take a Step Back
Competitive advantages appear to be weakening.
Eldorado Is the Gold Standard
Eldorado Gold is one of the few gold miners that enjoys an economic moat.
What's in Store for Congress' Next Highway Bill?
D.C. gridlock creates near-term uncertainty for construction-related companies.
The Curious Chemistry of the Chemicals Business
Economic moats are tough to come by in this capital-intensive industry.
Wholesale Clubs: Membership Has Its Privileges
Investors should own firms able to deploy gas or food as a loss leader.
Is More M&A Coming to the E&C Industry?
M&A can boost growth despite lagging engineering and construction earnings.
Mining for Mergers: Which Gold Miners Might be Acquired?
We've identified three potential ways to play consolidation among gold miners.