This REIT should be better insulated from the deleterious impacts of the COVID-19 pandemic.
But the entire pipeline merits attention.
The global power company's dividend is yielding above 4%.
The wide-moat drugmaker's growth prospects are improving.
We expect near-term turbulence but healthy growth in the long term.
Investors are overlooking the narrow-moat company's mix shift in its business and sustainable free cash flow.
Strong cash flows support drug development and a dividend that yields above 4%.
2020 will be tough, but margins are set to expand.
We think the shares trade with an adequate margin of safety for long-term investors.
Its massive scale creates a low-cost advantage that is the basis of its wide moat.
The combination will cement Schwab's position as one of the key players in the financial sector.
Here are two undervalued ideas to ride out the challenging times in energy.
We take a closer look at the potential impact of remdesivir's nearly certain approval on our valuation model for Gilead.
It's the first one we'd look to in another market sell-off.
Berkshire is unlikely to get through the COVID-19 pandemic and subsequent recession unscathed, so questions need to be asked.
The market is underestimating long-term cash flows once oil prices normalize.
After reviewing our fair value estimates, we think these names are oversold.
As our analysts re-evaluate the companies they cover, they’re finding some exceptional bargains along the way.
These names look oversold to us.
We’ve also raised our fair value uncertainty rating to high.
It already had a solid lineup even before news of its potential COVID-19 treatment.
But the shares are still worth picking up.
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.