Scale gives the company a wide economic moat.
Anemic conditions don't derail our upbeat thesis that this staffing firm remains a top pick in the employment services industry.
Both Mobile TeleSystems and VimpelCom offer investors 2012 upside.
This narrow-moat miner is trading at an attractive price, thanks to investor negativity about Greece.
The moats can be found in landfills.
The construction equipment maker builds a solid foundation to tear down debt levels.
Unfortunate weather events are hurting near-term profitability, but the company's still worth its salt.
We think Latin America holds better investment opportunities than its northern neighbor.
Fidelity National's moat is weakened by its leadership, while First American's is strengthened.
The market's not accounting for attractive growth prospects.
The market opportunity is massive, but questions remain.
Customer switching costs will keep rivals at bay.
There is little doubt about its resource potential, but the firm presents a host of issues for investors.
Despite a difficult operating environment, the steel giant shows promise.
The stock's underperformance continues to create opportunity for investors.
Interest in international equities picks up, while thirst for U.S. stock funds remains tepid.
Analysis of fourth entrants in other markets demonstrates existing operators' ability to adapt.
They may be strong and stable in the near term, but we have longer-range concerns.
Our analysis says no, and market fears on this front create an opportunity.
North America has peaked for now, but international shows promise.
It still sets the standard for railroad profitability.
We see continued earnings growth for this industrial bearing firm.
Competitive advantages will eventually trump slower growth for the gaming manufacturers.
We like Douglas Emmett's near- and medium-term prospects, but the market likes them even more.
This extraordinarily solvent bank has good growth prospects.
Concerns surrounding the NRU reactor have overshadowed the attractiveness of the firm's other segments.
We believe the office product distributor's fundamentals will deteriorate over time.
It would be a way to defend against the Express Scripts-Medco merger.
This carrier is the best positioned to outperform its peers against a difficult backdrop.
The move toward shale plays has elevated the importance of quality rigs.
Oshkosh's enticing valuation also offers a potentially lucrative merger kicker.
The market is discounting this firm's improving credit quality and attractive business model.
With natural gas near multiyear lows, we offer some perspective.
We see little change from the current strategy.
Still, we think the automaker's cash is better put toward the plan than a dividend.
These credit default swap levels predicted the last sell-off, but a repeat is no sure thing.
But we think the market has failed to recognize the potential.
Investment banking adds unwanted volatility to private banking results.
This canary in the economic coal mine has proved it can stay profitable in a recession.
Its consistency is enviable, and we think it's better managed than its peers.
Contract research organizations remain on sale as industry rebound gains steam.
Demand for slots is slowing, so gaming manufacturers are changing strategies--and it will be worth the gamble.
Competition and pharmacy benefit managers are threatening.
Even with shipments down, management squeezes out margin gains.
They offer competitive advantages and fair yields, but little upside in a challenging environment.
Software is the key to this hardware firm's success.
But Bulldozer hasn't cleaned up, which hurts our forecasts.
But does an order backlog mean tailwinds for commercial aerospace, or is it just overbooking?
Reaping the rewards of investment, Rockwell is our favorite.
CEOs tout current tailwinds, but we're wary of long-term benefits.