Stock Strategist Industry Reports

Heavy-side building materials share prices underestimate the impact of improved funding.

We think the acquiring shareholders are getting a better deal.

Of the contract research organizations we cover, Syneos looks most attractively valued.

We think 3D Systems and Stratasys are both fairly valued.

The road to prohibition will be rocky, but the market assumes a worst-case scenario.

Our long-term outlook for lithium carbonate is unchanged.

The unlikely outcome of a disorderly no-deal Brexit is a risk, but opportunities exist.

We've reduced our long-term pricing forecasts.

Our projection for modest growth in the fiscal 2020 defense budget is now on shakier ground.

Concerns about safety and the fate of private vehicle ownership are just two reasons this technology will stay in first gear for now.

There's too much uncertainty to assume a significant hit to prices.

But we think this is already priced into the shares.

We expect EV sales in China and the EU will accelerate, driving above-consensus global adoption rates.

Online retailers will continue to pressure brick-and-mortar outfits, but we believe that sales at high-quality properties will stay positive.

These companies are finally set to deliver free cash flow, and in several cases the market is missing it.

Although we've raised our estimates, the carriers still look fairly valued.

We have one upgrade but more downgrades as well as fair value estimate cuts.

We see attractive entry points for some wide-moat chipmakers.

Nothing in the results materially changes our valuations.

We think the midterm elections could provide an investment opportunity as uncertainty rises beforehand.

Experian, Equifax, and TransUnion can profitably expand in multiple directions.

As users gravitate to new services, Disney and others could benefit over the long haul.

Three undervalued utilities are positioned to benefit from the shift to natural gas and renewables.

We are reiterating our positive outlook for the combined company.

We maintain our view that the investment case for the yellow metal will weaken.

We believe companies with moats from switching costs and intangible assets are less vulnerable.

Financial transactions are the most obvious application, but there are other opportunities as well.

The technology has plenty of potential, but there are still obstacles to world domination.

The regulatory relief fits our previous outlook and won’t materially change our bank valuations.

Supply disruptions and trade issues have boosted pricing across the supply chain, but stocks remain overvalued.

The quarter featured weather delays and reduced supply.

Capital One is the standout performer of the first quarter.

We see long-term tailwinds and attractive dividend yields.

Even with pricing power in high gear, we'd hit the brakes.

Invesco still offers the best relative value, but BlackRock is starting to look attractive too.

Several high-quality hydrocarbon shippers are currently on sale.

Credit Suisse and UBS offer moaty business models, robust profitability, and good earnings visibility.

Even after raising our fair value estimates, though, we still think our coverage is overpriced.

It boasts a big dollar value, but opposition will necessitate revisions.

But we expect a repeat of the 1980s, with a buildup followed by cuts.

We see some attractive entry points for long-term investors.

Halliburton looks especially overvalued.

Some mobile tech marketplaces will gain traction, but stealing freight from traditional providers will be a challenge.

Ad holding firms and their agencies will maintain their market-leading positions, creatively.

New competition may seem inevitable, but moats in the pharma supply chain exist for a reason.

We see no signs of this trend slowing.

We see no winners if free trade ends.

Rising U.S. production is likely to stall OPEC efforts to normalize global crude stockpiles.

The rise of e-commerce has hit shopping malls hard, and we think the pain has just begun.

They've had a nice run, but it probably won't last, and other warning signs are emerging.