Breakdowns in the Health Care Sector

Health care stocks have been the leadership sector in the MSCI World, and many (such as biotech) have reached some pretty elevated valuations.  Most stocks in the sector have been in multi-year bull markets trends, outperforming the MSCI All Country World Index  significantly. In our relative strength point and figure charts we take the daily […]

An Investigation Into Corporate Investments

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Profitability and investment are inextricably linked through time. A company’s investment decisions today will ultimately drive its profitability level tomorrow.  The fruits of a company’s investment decisions eventually show up in profitability metrics such as free cash flow margin, operating cash flow margin, and return on equity.  Finally. a company’s ability to improve these metrics, […]