Quanta Services, Inc. PWR is strengthening its competitive position by focusing on execution certainty as customers undertake increasingly large and complex infrastructure projects. Utilities are ...

I am neutral on Apple (AAPL) as the company’s strong competitive position in its industry, robust profitability, and general support from Wall Street analysts is offset by its fairly high valuation ...

Despite Illumina's poor stock performance over the past two years, we believe it's an important competitively advantaged company and has become very undervalued. Illumina's sequencing instruments are ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...

Alexandra Twin has 15+ years of experience as an editor and writer, covering financial news for public and private companies. Robert Kelly is managing director of XTS Energy LLC, and has more than ...

While the firm has struggled at the hand of intense competitive pressures, challenging category dynamics, and some self-inflicted missteps over the past few years, we think its wide moat positions it ...

I am bullish on Advanced Micro Devices (AMD) as it has a strong competitive position, a promising long-term growth runway, and reasonable valuation multiples relative to the company’s trading history.

When the subject is the relative positioning of competitors across the market landscape, leadership is interested, engaged, and more than willing to debate. Over the years, I've developed several ...

Regulatory agencies are driving companies in the US and the EU to make commitments to comply with Environmental, Social, and Governance (ESG) criteria for corporate behavior and financial performance.

Interpublic Group IPG narrow economic moat ratings. The consolidated nature of the industry and high switching costs of severing the agency relationship for clients contribute to a solid competitive ...

About a year ago, CEO Tim Cook revealed that there were 2.35 billion active Apple devices around the world. In the quarters since then, he's mentioned that this installed base continues to hit new ...