We still think JLL is undervalued, however.
The software company seeks to upgrade a large and underserved government niche.
We think the pharmacy retailer can further leverage its significant scale.
We think it's done making bad capital-allocation decisions for a while.
The stock is trading at a compelling discount to our fair value estimate.
Are China and the U.S. headed for a new cold war?
We still value the narrow-moat company at $58 per share, as Uber Eats is outperforming our expectations.
We don't think the integrated oil company gets credit for its improvement.
Strong brands give the company a narrow economic moat.
We continue to expect earnings to accelerate starting next year.
The European integration story continues.
We don't think the market appreciates the significant derisking that has taken place.
Its autonomous vehicle plan has potential, but we're not changing our valuation yet.
As fresh water demand exceeds supply, wide-moat Ecolab stands to benefit.
We think it should be positive for those with a long-term investment horizon.
Profitability is in sight as we foresee Pinterest taking a pinch out of the global digital ad market.
Scana, tax reform, and the FERC required the utility to rethink its financing plans.
Even with the recent glyphosate loss, scientific studies still support the product.
We believe Palo Alto Networks is an attractive investment in cybersecurity.
Our fair value estimates for TransCanada and Enbridge are unchanged.
Even after recent failed drug trials, we think the company’s undervalued.
Multimodal options help and hurt municipal relations on Lyft's way to a subscription model.
The second-largest ride-sharing provider will be interesting to watch as it comes public.
The telecom is well positioned and has room to expand its margins.
We still see some upside in the stock for patient investors.
A strong brand and sticky services businesses combine to ward off competitive threats.
The biopharma is well positioned with its label expansions and pipeline.
The wide-moat company is aiming beyond its dominance of content creation.
A negative reaction to earnings provides an opportunity for investors.
We think the shares are undervalued, but the road to improvement could be rocky.
Acquisitions, investments, share repurchases, or dividends are some options.
A broad array of oncology and autoimmune programs gives the company a larger margin of error.
Despite the short-term pain, the cut is good news for long-term investors.
Its entrenched leadership position results in a wide moat.
Strong e-commerce and Rack stores set it apart.
Expenses are declining and sentiment is improving.
However, we lack confidence in the sustainability of its economic profits.
We expect new CEO Culp will successfully lead a multiyear turnaround.
The insurer has had its share of problems, but we think it's turned the corner.
It's enhancing long-term growth prospects in an increasingly uncertain macro environment.
We think the automaker is undervalued.
We see long-term growth opportunities for the water technology company.
Efforts to hone its focus are starting to yield top-line gains.
The wide-moat company's progress on its Goderich mine operations is encouraging.
The wide-moat company dominates medical technology.
It's able to hold less capital against credit card loans compared with its larger, more regulated rivals.
We think the deal is strategically and financially positive.
Headwinds abound, but the poultry producer is poised to benefit from recent tie-ups.
We expect globalization will be a key growth driver for the wide-moat company.
Despite slower yield growth, we expect operating cash flow to still rise.