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Durbin 2.0: Senate NDAA & Credit Routing

Durbin 2.0: Senate NDAA & Credit Routing

Research, Policy
It is déjà vu all over again: Investors should be prepared for noise renewed around...
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Analyst Video: PNC: King of the Super-Regional Banks

Analyst Video: PNC: King of the Super-Regional Banks

Video, Fundamental
Broadline retailers are at the forefront of the retail industry...
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(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

Research, Policy
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
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Shockwave (SWAV): No Higher Rates For Now

Shockwave (SWAV): No Higher Rates For Now

Research, Policy
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
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FDA Action on Aspartame Unlikely

FDA Action on Aspartame Unlikely

Research, Policy
Recent reports that the World Health Organization (WHO) will reclassify aspartame...
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[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

Research, Policy
The House Education and Workforce Committee markup of four healthcare bills and the reported...
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Sector Watch: Digestion

Sector Watch: Digestion

Research, Fundamental
Year to date (YTD) through July 3, the S&P 500 jumped 16%, accompanied by...
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Real Estate/REITs: The Power of Sub-Industry Selection

Real Estate/REITs: The Power of Sub-Industry Selection

Research, Fundamental
We think investors can find attractive investment opportunities..
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U.K. REITs: Assessing the Impact of Interest Rate Hike

U.K. REITs: Assessing the Impact of Interest Rate Hike

Research, Fundamental
U.K. REITs have underperformed in the equity market...
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