Danone: A Global Consumer Giant Trading At A Discount
Danone's shares have fallen by 13% over five years, but the company has improved significantly, increasing revenues and free ...
'No-Brainer' Buys: If I Could Only Own 2 Dividend Stocks
Valuation shifts bring stock-picking opportunities. Find out why my high-conviction picks with strong cash flow and minimal ...
Roper's Portfolio and Competitive Advantages Remain Strong and Our Long-Term Thesis Is Intact
Roper prioritizes firms with a high proportion of recurring revenue, small addressable markets and attractive competitive dynamics. The firm’s M&A strategy is end market agnostic, allowing the firm ...