Stock Strategist Industry Reports

Long-term leases should mitigate the short-term impact.

Volatility isn't always bad, and banks are better off now than they were in the financial crisis.

We don't predict any long-lasting changes to companies' supply-chain structures.

While the COVID-19 shock is severe in the near term, we think it will be temporary.

Can e-commerce offset lower foot traffic?

The markets' chills offer a chance to stock up on quality companies.

It's likely to be a tough few years, but dividends should remain intact, meaning opportunity exists.

The discounts we see now are several and sometimes compelling.

Barring an extended and severe global coronavirus outbreak, we see the shares of Wynn, MGM, and Las Vegas Sands offering attractive long-term value.

The hit to 2020 should be significant, but we see minimal long-term economic impact, and the treatment pipeline is progressing.

The near-term outlook for energy companies is bleak and likely to affect our valuations.

Our analysts discuss where they see value in their sectors today.

Our analysts discuss where they see value in their sectors today.

Our analysts discuss where they see value in their sectors today.

Despite the WeWork debacle, flex space gives office real estate a new lease on life.

Oilfield services stocks appear to be the most undervalued.

Our analysts offer their annual global auto overview, forecast, and actionable ideas.

All three lithium producers we cover are undervalued.

We think Marathon Petroleum and Valero are the most attractive.

We expect e-commerce, online entertainment, education, and business services to see faster adoption rates in the long term.

Nothing in this quarter's results compels us to revise our long-term views, but we did change some fair value estimates.

Jewelry won't fill the gap when today's investment demand becomes tomorrow's recycled supply.

Morningstar and Sustainalytics offer complementary methodologies.

An assessment of integrated oils' efforts to reduce greenhouse gas intensity.

Here's what we believe is required for these companies to thrive over the next decade.

Our Anthem and Humana fair value estimates get a boost.

Environmental issues take center stage.

Customers are hooked on cybersecurity vendors' lures.

These stocks have sale tags on them.

Infrastructure investments supporting generation changes drive utility earnings and dividend growth.

Utilities winners and losers as the U.S. goes green.

Some retailers are better equipped to fight the Amazon threat.

We downgraded these three stocks, but they’re still undervalued.

AT&T makes plans, Verizon adds customers, T-Mobile takes share, and Sprint brings up the rear.

Recent results from some of the most undervalued large drugmakers we cover.

Here are the auto-parts suppliers that should benefit.

Nothing alters our long-term expectations, but we have made some valuation changes.

Here's why mall and shopping center REITs should still expect solid growth.

We expect it to drive growth despite new consumption methods and potential regulation.

Renewable energy has policy momentum, but gas generation offers reliability.

Potential vaping regulations have limited impact on our valuations.

We see some midstream opportunities, but much depends on the speed of recovery.

We see risks for managed care but also opportunities to own moatworthy companies at sizable discounts.

It continues to inflict pain on drug manufacturers and distributors.

We think fears of overbuilding in Manhattan are unwarranted.

Sales were soft in the most recent quarter, but we see brighter days ahead.

Equity valuations remain rich but still offer opportunities for income.

Wide-moat BlackRock and T. Rowe may not be the cheapest, but they're the best.

Fewer acres planted will likely result in lower crop input volumes, but we expect profit impacts to be short-lived.

Sector director Damien Conover shares his key takeaways from Johnson & Johnson, Novartis, Glaxo, and Bristol Myers Squibb's reports.