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States and Utilities Helping Each Other Out

States and Utilities Helping Each Other Out

Research, Policy
Likely winners from Minnesota’s new law adopting a 100% clean energy mandate by 2040...
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Shockwave (SWAV): Volatility Ahead?

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...
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UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”

UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”

Research, Policy
Path forward emerges for MSFT proposed acquisition of ATVI...
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EMEA Luxury Goods: A Play for Recessionary Times

EMEA Luxury Goods: A Play for Recessionary Times

Research, Fundamental
EMEA luxury goods present opportunity in face of potential global recession...
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Health Care: MedTech Companies Poised for Widening Operating Margins

Health Care: MedTech Companies Poised for Widening Operating Margins

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

Old Revenue Is New Again

Research, Forensic
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

Research, Legal
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

Research, Fundamental
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

Research, Fundamental
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

Research, Policy
Skilled nursing facilities face two key headwinds in ongoing recovery...
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