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Johnson & Johnson’s prescription for profits
The global healthcare market is on track to hit more than $665 billion in the next three years, as patients seek treatment for everything from brain aneurysms to broken arms. In 2024, global spending on Band-Aids alone was estimated at $5.2 billion. The company that invented Band-Aids in 1920, storied drug and medical device maker […]
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Markel Group’s bets are paying off
You may never have heard of property and casualty insurer Markel Group (NYSE: MKL). But shares of the $25 billion market-cap company have risen 26% during the past year. Much like Berkshire Hathaway (NYSE: BRK), Markel invests the money it makes from insurance premiums in other companies. Those companies are in industries including building supplies, […]
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Small-cap stocks may reign supreme
Small-cap stocks are on the rise and may be set to end their decade-long underperformance against large-caps. The current rally stems from signals by the Federal Reserve that it will likely lower rates next month. Lower rates help small-cap companies because they often have floating-rate debt. Also, many experts maintain that small-cap stocks are undervalued […]
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Tyler Technologies: Dominant player in a sleepy sector
Companies that dominate obscure niches can be quite profitable. Tyler Technologies (NYSE: TYL) is a case in point. It provides software to municipal, country and state governments. In the second quarter, Tyler posted revenue of $596 million, up 10% from a year earlier. Profit soared 25% to $84.6 million. Its gross profit margin climbed to […]
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International Paper’s story looks like more than pulp fiction
Driving down any neighborhood street on trash collection day, an observer couldn’t be blamed for assuming that the very boring business of producing boxes would be booming. Piled high at the curb, unassuming cardboard containers of every size from Amazon (NASDAQ: AMZN), Chewy (NYSE: CHWY), Walmart (NYSE: WMT) and others pay testament to the huge […]
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Sports play major role for big media broadcasters
Sports play a huge role in our society – from kids participating in all kinds of competitions to diehard fans paying hundreds of dollars to see their favorite team. So it stands to reason that sports are important for the biggest media broadcasters. That includes: Money for eyeballs These networks pay billions of dollars for […]
