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Shockwave (SWAV): Volatility Ahead?
Research, Policy
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”
Research, Policy
Path forward emerges for MSFT proposed acquisition of ATVI...
Read moreEMEA Luxury Goods: A Play for Recessionary Times
Research, Fundamental
EMEA luxury goods present opportunity in face of potential global recession...
Read moreHealth Care: MedTech Companies Poised for Widening Operating Margins
Research, Fundamental
Recent earnings calls point to supply chain improvements...
Read moreOld Revenue Is New Again
Research, Forensic
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
Read moreJohnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Research, Legal
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
Read more2023 REIT Outlook: Strong Fundamentals Lead the Way
Research, Fundamental
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
Read moreEuropean Aerospace and Defense: Indirect Beneficiary of China Reopening
Research, Fundamental
Aerospace, Defense sectors to benefit from China re-opening...
Read moreENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
Research, Policy
Skilled nursing facilities face two key headwinds in ongoing recovery...
Read morePackaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery
Research, Fundamental
Packaged food companies to begin lapping price increased implemented over last year...
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