The merger will create an exceptionally well-positioned wireless carrier.
The stock is trading well below what we think it's worth.
A fresh look yielded a lowered fair value estimate, but we still see a margin of safety.
The cannabis producer offers investors attractive exposure to the fast-growing U.S. market.
The firm faces stiff competition from inside and outside the industry.
To gauge the effect of the quickly spreading coronavirus on the companies we cover, we look back at SARS.
We are maintaining our $106 FVE.
Could dropping monthly fees be the upside catalyst the market is looking for?
We think the ad holding company continues to differentiate itself.
A recapitalization has put the company in solid financial health.
10 reasons it's our top restaurant pick.
We think it should trade closer to book value than its current deep discount.
Sinclair and Nexstar are the two biggest U.S. operators.
The leader in advanced driver-assistance systems contributes only a small part of the chipmaker's overall revenue for now, but sales are growing.
It's well on its way to becoming an enterprise software company.
We expect stabilizing pricing in 2020 despite ongoing economic struggles abroad.
Two brewers get another look.
We think its divestment to IFF makes good strategic sense.
We still believe the company’s wide moat offers structural protection, though.
Robust third-quarter housing data has stretched most valuations.
Assessing the valuation and competitive position of this oil giant.
Details on Alzheimer's drug candidate are encouraging, but uncertainty remains.
We like the deal with Voortman and think the shares are undervalued.
It’s proved it can generate shareholder value in even dismal oil market conditions.
This IT services company has a moaty combination of intangible assets and versatile expertise.
Masco used acquisitions to become a powerhouse, but now it's slimming down.
The cannabis company took a hit on Q2 earnings, but consumer demand is expected to increase.
The company is uniquely positioned to help fleets reach fuel economy and labor efficiency goals.
Our thesis of significant profit improvement is playing out.
The company's a pioneer in plant-based meat, but competition is set to intensify.
Efficiency plan and portfolio review are positives, but questions linger about the core business.
Positive flows and market gains lift assets under management to a new record.
It may not be a pound-the-table bargain, but we like it as a defensive stock.
Amid calls for tech breakups, should investors adopt alternative approaches to valuation?
We see an opportunity to invest in the exceedingly cheap shares.
We see long-term potential for this wide-moat seed and chemical producer.
A strong network effect makes for a wide moat for this 4-star stock.
The market expects too much of Sherwin-Williams.
Cameco should benefit meaningfully from a recovery in uranium.
This combination will help the company exploit some key trends.
The wide-moat company is expanding outside life sciences for even more growth.
We think demand is poised to rebound, despite recession fears, and we expect Lennar to benefit.
It has generally bested all its oilfield services peers in returning cash to shareholders.
We don't expect a rebound in Apple's phone sales this year, and we think the stock's overvalued.
We're more optimistic on its margin expansion potential.
We see meaningful improvement and remain confident in the company's wide moat.
We expect its revenue to grow far faster than vehicle demand.
We think a PMI-Altria merger makes a lot of strategic sense.
Investors have an opportunity to benefit from the rapid adoption of cloud-based resources.
We don't think so, and we're still confident in CEO Larry Culp.