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Some will say the fast-moving tech industry will be the death of traditional auto companies, but we would argue this is simply the jumpstart the auto industry needed to evolve and maintain its position.
5G: Who Are the Winners and Losers?
Industry Perspectives: A Monthly Research Analyst Series
By Cathy Yao, CFA
Adding 5G capacity will require more of each wireless network lever – more spectrum, greater network density, and more spectral efficiency. This is where problems begin.
Specialty Pharma: In Search of Value Beyond the Headlines
Industry Perspectives: A Monthly Research Analyst Series
By Igor Golalic, CFA
While investors continue to be concerned about balance sheets and litigation risks in this space, they are disregarding some important positive developments during the last year that we believe bode well for the future.
RPM International: Where Opportunity Meets Preparation
Industry Perspectives: A Monthly Research Analyst Series
By Bobby Murphy, CFA, CPA
Our... thesis for RPM was driven by a belief that the company was well-run from a top-line revenue perspective given the strength of its brands and strong track record of organic growth.
Keeping an Eye on China
Industry Perspectives: A Monthly Research Analyst Series
By Jenny Hubbard, CFA
Although the favorable backdrop in China for Western brands could persist for some time, we believe we are at the point for valuations where more things could go wrong than right.
Aircraft Engine Manufacturers: Providing the Thrust
Industry Perspectives: A Monthly Research Analyst Series
By Harsh Acharya, CFA
Delayed profitability makes commercial aircraft engine manufacturing companies susceptible to being undervalued, a fact that is especially evident to us as long-term investors.
Copa Holdings: Flying Below the Radar
Industry Perspectives: A Monthly Research Analyst Series
By Suken Patel, CFA
While the airline industry has a well-deserved reputation as an investing graveyard, Copa breaks this mold.
The “Edge Effect” in Investing: Advantages of a Global Mindset
Industry Perspectives: A Monthly Research Analyst Series
By Krishna Mohanraj, CFA
For investors, a global mindset is no longer just an edge, it has become table stakes for success.
Stericycle: Waste Not, Want Not
Industry Perspectives: A Monthly Research Analyst Series
By Laura O’Dell, CFA
We believe that the recent stock depreciation is a market overreaction to near-term headwinds that are hiding the true long-term potential of the underlying business.
Bargain Shopping in China Amidst Trade Wars
Industry Perspectives: A Monthly Research Analyst Series
By Kyle Schneider, CFA
While we hope for an amicable resolution to the trade dispute, Weigao should be a relative winner in the current economic climate.
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