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Investors see Unilever-McCormick tie-up as bad dish
Mergers between large companies often don’t work too well in terms of business and share-price performance. That’s particularly true in the consumer packaged-goods industry. Of 45 major deals in that sector since 2000, about 50% ended in hefty impairment losses, and the five biggest deals failed to deliver on promises, according to BNP Paribas analysts, […]
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McKesson grows from higher usage of GLP-1s, specialty drugs
The number of patients taking specialty and weight loss drugs continues to rise due to better diagnostic tools, an aging population, and more pharmaceuticals being approved, driving growth for pharmaceutical wholesaler McKesson (NYSE: MCK). As the largest drug distributor of medications in the U.S, patients depend on McKesson to deliver medications to their local pharmacies. […]
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Tapestry’s Coach brand: luxurious yet affordable
Ultra-luxury brands, such as LVMH Moet Hennessy Louis Vuitton (CBOE: MC) and Gucci owner Kering (CBOE: KER), have suffered in recent years, as consumers have rejected their sky-high prices. But affordable-luxury purveyor Tapestry (NYSE: TPR), led by its 85-year-old Coach brand, is doing just fine. Coach sells primarily women’s handbags along with other accessories. Tapestry’s […]
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Refiners Marathon, Valero grease their wheels for success
The Integrated oil giants Exxon Mobil (NYSE: XOM) and Chevron (NYSE: CVX) receive the most attention of companies in the energy market. But the two biggest U.S. oil refiners – Marathon Petroleum (NYSE: MPC) and Valero Energy (NYSE: VLO) have far outperformed the two oil producing titans over one-, five-, 10- and 15-year periods. They […]
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Elliott Management’s stake in Synopsys could boost margins
Chip design software company Synopsys (NASDAQ: SNPS) should increase its prices in an effort to raise its margins, a strategy pushed by activist investor Elliott Investment Management who purchased a large stake in the company. Synopsys has pricing power and is currently not using it to increase its profit margins. Elliott has a multibillion-dollar investment […]
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Freeport-McMoRan’s copper remains high in demand
The strong demand for copper could push prices to grow 25% by next year to meet the needs of building infrastructure for artificial intelligence and the low-carbon transition, driving growth for miner Freeport-McMoRan (NYSE: FCX). Copper prices started to surge late in 2025 and have slowed down recently due to concerns that the war in […]
