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 ...
Morningstar4h
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 ...
Morningstar4h
Imperial Brands Prioritizes Shareholder Return While Its Next-Generation Losses Narrow
Imperial Brands is at the end of a five-year strategic plan launched in 2021 that looked to position the firm as a fast follower in next-generation products while strengthening its share in its most ...
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 ...
Morningstar’s Guide to Active ETFs
Active ETF launches are outpacing index trackers, but most are not the old-fashioned stock-picking kind. Many highly ...
Key Takeaways From Our First Diversity in Asset Management Report
Our study found that women as well as Hispanic and Black individuals are underrepresented on investment teams.
Alliant Energy's Data Center Opportunities in Iowa Expand
We expect Alliant Energy to invest $11 billion from 2025 to 2028, supporting 10% rate base growth. We forecast the company will achieve the high end of management's 5%-7% annual earnings growth target ...
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.