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Health Care: MedTech Companies Poised for Widening Operating Margins

Health Care: MedTech Companies Poised for Widening Operating Margins

Fundamental, Research
Recent earnings calls point to supply chain improvements...
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Old Revenue Is New Again

Old Revenue Is New Again

Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill

Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill

Policy & Legal, Research
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
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2023 REIT Outlook: Strong Fundamentals Lead the Way

2023 REIT Outlook: Strong Fundamentals Lead the Way

Fundamental, Research
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
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European Aerospace and Defense: Indirect Beneficiary of China Reopening

European Aerospace and Defense: Indirect Beneficiary of China Reopening

Fundamental, Research
Aerospace, Defense sectors to benefit from China re-opening...
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ENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring

ENSG, 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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Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery

Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery

Fundamental, Research
Packaged food companies to begin lapping price increased implemented over last year...
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Active vs. “Quasi-active” Smart Beta –  U.S. ETF Developments to Watch in 2023 #4

Active vs. “Quasi-active” Smart Beta – U.S. ETF Developments to Watch in 2023 #4

ETF & Mutual Fund, Research
For ETF investors, 2022 was a year to forget.
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Irish Privacy Ruling Portends Dark DMA Clouds

Irish Privacy Ruling Portends Dark DMA Clouds

Policy & Legal, Research
Ominous and aggressive posture taken by EU as initial steps of the Digital Market Acts commence this year...
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Politicization of ETFs – U.S. ETF Developments to Watch in 2023: #3

Politicization of ETFs – U.S. ETF Developments to Watch in 2023: #3

ETF & Mutual Fund, Research
Indexed ETFs and mutual funds nearly double AUM between 2011 and 2021...
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