We believe that IPG has a narrow moat attributable to intangible assets. Intangible assets are derived from decades of granular data on omnichannel and global marketing campaign performance and ...

Northern Trust is a top financials pick, offering stable returns, strong capital management, and a resilient business model.

We believe Sandisk is prone to market-driven cyclicality in memory chips and doesn’t hold pricing power over its customers, which leads to low and volatile profitability. We consider NAND flash memory ...

UnitedHealth's stock drop offers a rare value opportunity given recent acquisitions. UNH maintains industry-leading margins ...

Domino’s Pizza (NASDAQ: DPZ) FQ2 results were weak, underperforming reduced expectations, with growth slowing and earnings in contraction, but that is not what investors should focus on. Those ...