Nothing in this quarter's results compels us to revise our long-term views, but we did change some fair value estimates.
Jewelry won't fill the gap when today's investment demand becomes tomorrow's recycled supply.
Morningstar and Sustainalytics offer complementary methodologies.
An assessment of integrated oils' efforts to reduce greenhouse gas intensity.
Here's what we believe is required for these companies to thrive over the next decade.
Our Anthem and Humana fair value estimates get a boost.
Environmental issues take center stage.
Customers are hooked on cybersecurity vendors' lures.
These stocks have sale tags on them.
Infrastructure investments supporting generation changes drive utility earnings and dividend growth.
Utilities winners and losers as the U.S. goes green.
Some retailers are better equipped to fight the Amazon threat.
We downgraded these three stocks, but they’re still undervalued.
AT&T makes plans, Verizon adds customers, T-Mobile takes share, and Sprint brings up the rear.
Recent results from some of the most undervalued large drugmakers we cover.
Here are the auto-parts suppliers that should benefit.
Nothing alters our long-term expectations, but we have made some valuation changes.
Here's why mall and shopping center REITs should still expect solid growth.
We expect it to drive growth despite new consumption methods and potential regulation.
Renewable energy has policy momentum, but gas generation offers reliability.
Potential vaping regulations have limited impact on our valuations.
We see some midstream opportunities, but much depends on the speed of recovery.
We see risks for managed care but also opportunities to own moatworthy companies at sizable discounts.
It continues to inflict pain on drug manufacturers and distributors.
We think fears of overbuilding in Manhattan are unwarranted.
Sales were soft in the most recent quarter, but we see brighter days ahead.
Equity valuations remain rich but still offer opportunities for income.
Wide-moat BlackRock and T. Rowe may not be the cheapest, but they're the best.
Fewer acres planted will likely result in lower crop input volumes, but we expect profit impacts to be short-lived.
Sector director Damien Conover shares his key takeaways from Johnson & Johnson, Novartis, Glaxo, and Bristol Myers Squibb's reports.
Those miners appear overpriced, but we see value emerging in base metals and coal.
We see some values, although we don’t think any of the companies have moats.
We see risks as well as opportunities.
We don't see the cryptocurrency having much effect at this point.
Plus, five takeaways from this year's Electrical Products Group Conference.
Nearly all the E&P and oil-services stocks we cover trade below what we think they're worth.
We think both companies' competitive advantages are sustainable.
Our long-term industry assumptions have grown more pessimistic.
We favor Enterprise Products Partners, Tallgrass, and Magellan.
At this point, it looks like more a blip than a roadblock.
TripAdvisor would be most affected; Booking and Expedia less so.
We're not changing our outlook for our midstream coverage.
All three companies still trade at 4 stars, however.
We still think branch networks hold value for customer service and cross-selling.
However, we still expect long-term prices well below current rates and consensus.
The proposal is mostly in line with our expectations, and our valuations haven't changed.
We believe the U.S. banking system is much stronger and more stable than it was a decade ago.
UnitedHealth and CVS are trading at compelling discounts to what we think they’re worth.
A combination is compelling but not without complications.
How economic moats help industrial gas producers consistently deliver lucrative returns.