McKesson Corporation: Initiation of Coverage – Business Strategy & Recent Developments
This is our first report on leading U.S. healthcare distributor, McKesson. The company delivered a mixed quarterly result with revenues of $70.2...
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Bifurcation Continues; Banks, Semiconductors, Small-Caps, Homebuilders Remain Concerns
Several indexes remain below key resistance, including 4600 on $SPX, $110 on $QQEW, $209 on $IWM, $111 on $IJR, $507 on the $SOX index $SOXX, $73...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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ESG and Stock Prices: Fat-Tail Events
Imagine a sell-side analyst calls. You ignore it, of course, and the voicemail goes like this: This is Hunter from Barr, King, Seals. We're...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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