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

Packaged 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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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

Research, Policy
Ominous and aggressive posture taken by EU as initial steps of the Digital Market Acts commence this year...
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