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.
The company has had its high-profile problems in the past few years, but it's still the seed king.
But its valuation understates competitive and cyclical pressures.
The acquired portfolio should have plenty of opportunities to regain share.
The 2012 outlook for the offshore drilling firm appears very difficult.
Its lagging innovation has implications for the future.
The merger with El Paso will create value for almost all stakeholders.
The focus here is on selling prices and input costs, not demand.
We believe both businesses have strong and sustainable competitive advantages.
International expansion and product innovation will be key.
The large manufacturers shouldn't have much trouble with the new requirements, though.
Its structure is changing, but its asset base, debt load, and operational execution keep it tops.
First Solar is the one company that we think may have near-term upside.
Competitive advantages appear to be weakening.
Eldorado Gold is one of the few gold miners that enjoys an economic moat.
D.C. gridlock creates near-term uncertainty for construction-related companies.
Economic moats are tough to come by in this capital-intensive industry.
Investors should own firms able to deploy gas or food as a loss leader.
M&A can boost growth despite lagging engineering and construction earnings.
We've identified three potential ways to play consolidation among gold miners.