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.
Those miners appear overpriced, but we see value emerging in base metals and coal.
We see some values, although we don’t think any of the companies have moats.
We see risks as well as opportunities.
We don't see the cryptocurrency having much effect at this point.
Plus, five takeaways from this year's Electrical Products Group Conference.
Nearly all the E&P and oil-services stocks we cover trade below what we think they're worth.
We think both companies' competitive advantages are sustainable.