Narrow-Moat Catalent's Acquisition by Novo Nordisk Remains on Track; Boosting Wegovy Manufacturing
Catalent is vulnerable to facility closures whether from natural disasters or manufacturing issues, and a warning letter from the FDA or other regulatory agency can result in manufacturing delays or ...
Keysight Holds a Wide-Moat Communications Testing Portfolio With Attractive Exposure to 5G and AI
We think Keysight Technologies is the leader in communications testing and measurement solutions, and offers a vendor-agnostic way to invest in the rapidly growing 5G and high-speed networking markets ...
3 Great Contrarian ETFs
Investing rewards are a different story. Some of the best investors are contrarians that uncover value by zigging while the ...
Hanesbrands’ Actions Are Supporting Its Category-Leading Innerwear Brands and Financial Health
Hanesbrands is the market leader in basic innerwear in multiple countries. We believe its key innerwear brands, like Hanes and Bonds in Australia, achieve premium pricing. Our narrow moat rating on ...
Morningstar5h
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
We like funds with great long-term performance, but if short-term returns get red hot, we get a little wary. As you may ...
Musk's DOGE commission wants to cut trillions in government spending. Social Security and Medicare make prime targets.
To these questions, neither Musk nor his fellow efficiency czar (and, according to some estimates, fellow billionaire) Vivek Ramaswamy have provided any answers. The men are tasked with leading DOGE, ...
Jacobs Is Poised to Capitalize on Favorable Secular Trends in Infrastructure
Furthermore, Jacobs’ portfolio is well-aligned with multiple favorable secular trends, including growing investment in infrastructure as well as the transition to clean energy. We believe that Jacobs ...
WEC Energy Group: Wisconsin Rate Outcome Key Positive Signal
Nearly 75% of WEC's earnings come from areas with what we view as constructive regulation, such as Wisconsin and at the Federal Energy Regulatory Commission. Its commercial renewable energy business ...
'I can't deal with managing them': I juggle 18 credit cards. How do I close them without ruining my credit score?
I have very high limits, so charges barely make a blip on my credit-utilization ratio' Okay, talk me down. I have 18 credit cards and would like to close five of them - all at once. Actually, I'd like ...
Amadeus Remains Poised to Benefit From the Ongoing Rebound in Global Travel
Despite uncertainty around the pace of corporate travel recovery and direct connections between major North American carriers and online travel agencies, we see Amadeus' business demand continuing to ...
Femsa Sharpens Focus on Beverage, Retail, and Digital Platform to Ride Consumption Tailwinds
We award a narrow economic moat rating to Femsa based on the intangible assets and cost advantages at major subsidiaries Coca-Cola Femsa and the Oxxo small-format retail chain, which jointly make up ...
COVID-19 virus may have a surprising benefit - it might be able to shrink certain tumors
The COVID-19 virus may come with a surprising benefit. It may have the ability to shrink certain cancerous tumors, according to a new study.