Our moat downgrade was prompted by secular threats facing GE power and lingering liabilities at GE capital.
GE Capital and lower revenue in the power segment drag on the firm.
Among a mostly fairly valued industrials sector, some good values remain.
We've changed the firm's economic moat rating to narrow and reduced our fair value estimate.
Experts examine how asset managers are leveraging artificial intelligence and other smart tools.
Close customer relationships allow the wide-moat firm's return on R&D spending to be meaningfully higher than peers.
With volatile Apergy on its own, Dover is leaner and more focused.
Warren Buffett seems to have closed the door on a payout, plus the rest of our insights from the first half of the Berkshire annual meeting.
Today's more aggressive framework doesn't change our view that major changes to the tax code are coming.
With his cash hoard growing, Warren Buffett opened the door to a cash payment to shareholders at this year’s annual meeting.