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Content Type: Research
States and Utilities Helping Each Other Out
Policy & Legal, Research
Likely winners from Minnesota’s new law adopting a 100% clean energy mandate by 2040...
Read moreShockwave (SWAV): Volatility Ahead?
Policy & Legal, Research
No more than 50% odds to CMS forestalling an implied facility cut of 25%+ for SWAV's IVL procedures...
Read moreUK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”
Policy & Legal, Research
Path forward emerges for MSFT proposed acquisition of ATVI...
Read moreEMEA Luxury Goods: A Play for Recessionary Times
Fundamental, Research
EMEA luxury goods present opportunity in face of potential global recession...
Read moreHealth Care: MedTech Companies Poised for Widening Operating Margins
Fundamental, Research
Recent earnings calls point to supply chain improvements...
Read moreOld Revenue Is New Again
Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
Read moreJohnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Policy & Legal, Research
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
Read more2023 REIT Outlook: Strong Fundamentals Lead the Way
Fundamental, Research
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
Read moreEuropean Aerospace and Defense: Indirect Beneficiary of China Reopening
Fundamental, Research
Aerospace, Defense sectors to benefit from China re-opening...
Read moreENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
Policy & Legal, Research
Skilled nursing facilities face two key headwinds in ongoing recovery...
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