Veralto: The Power of Customer Dependency and Recurring Revenue
Veralto's products and services are typically low cost but critical leading to high recurring sales, solid profitability and a leadership position...
302 Views
Shifting Exposure From Growth to Value; Downgrading Technology; Upgrades: Manufacturing & Utilities
Shift Exposure From Growth to Value; Downgrading Tech to market weight $XLK; Upgrading Industrials $XLI to Overweight; Upgrading Utilities $XLU to...
245 Views
COP27: Despite Limited Expectations There Are Several Potential Bright Spots
COP27, the UN climate change conference, starts next week. Despite curbed expectations for the conference as a whole, there are a few bright spots...
131 Views
S&P 500 Reverses 4-Month Downtrend; Upgrading Consumer Discretionary to Market Weight
We continue to see more evidence suggesting the lows are in; as a result, we are upgrading our outlook to neutral. 4-month downtrend reversal for...
311 Views
Morningstar's Key Takeaways From the 2019 EPG Conference
Solid demand and robust results from most firms not named GE.Chief executive officers of some of the most well-known, global diversified industrial...
618 Views