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October 5, 2023
Farfetch, Chewy, and utilities are among the quarter’s biggest losing stocks.
September 1, 2023
Apellis, Arista Networks, and Eli Lilly stocks advance, while Insulet, SolarEdge Technologies, and Roblox stocks decline.
August 4, 2023
These wide-moat healthcare stocks are trading below their fair value estimates.
July 7, 2023
EVgo, Advance Auto Parts, and Dish Network were among the biggest decliners during the second quarter.
June 10, 2023
I cover a lot of medical device companies as well as some of the diagnostic labs, and the pet health care area. As I think about the valuations, there are many companies that we see as fairly valued at this point. However, there are pockets where valuation is very attractive.
March 4, 2023
High-quality names such as Veeva, Medtronic, Pfizer, and Kellogg are trading at discounted prices.
March 3, 2023
High-quality names such as Veeva, Medtronic, Pfizer, and Kellogg are trading at discounted prices.
January 13, 2023
Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.
December 22, 2022
These wide-moat healthcare stocks are trading below our analysts’ fair value estimates.
May 17, 2022
These companies largely earn their competitive advantage from intangible assets and their stocks are great choices for an investor’s watchlist.