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Tower of Power: American Tower looks set for more growth
Most of us probably haven’t thought much about the possibility of investing in cellphone towers. But they can provide steady revenue, acting as toll collectors for data transmission, much like oil pipelines in the energy business. Antennas on the towers transmit data and voice signals for telecommunications carriers such as AT&T (NYSE: T), Verizon (NYSE: […]
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Boston Scientific’s acquisitions are paying off
For over a decade, medical device company Boston Scientific (NYSE: BSX) went on an acquisition spree, buying up dozens of companies that manufactured technologies for cardiovascular disease, vascular disorders, oncology, and neurology to bulk up its offerings. The strategy to invest heavily in mergers and acquisitions is starting to pay off, as Americans are living […]
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What can brown do for you: UPS seeks to complete its recovery
UPS, (NYSE: UPS), one of the largest small-package delivery firms in the world, starting to deliver on its plan for recovery, thanks to cost cuts and strengthened demand overseas. Now the question is whether, the company, which has a 21% U.S. market share, can sustain its momentum. UPS’ third quarter earnings exceed analysts’ estimates. Revenue […]
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Who’s a tech company, and who’s an advertiser?
If advertising comprises 72% of revenue for one company and 98% for another, how would you describe these corporations? You’d likely call them advertising companies. But these two “advertising companies” are Alphabet (NASDAQ: GOOGL) at 72% and Meta Platforms (NASDAQ: META) at 98%. They definitely don’t want to be identified by the biggest source of […]
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Keurig Dr Pepper: coffee that helps?
Keurig Dr Pepper (NASDAQ: KDP), the coffee and soft drink company, is performing well in a difficult environment. But it may face speed bumps ahead. The purveyor of Dr Pepper soda and Keurig coffee machines/pods has thrived thanks to innovation and a growing focus on premium water, energy and sports drinks. It has overcome tariffs, […]
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Progressive’s premiums outpace inflation
As insurance premiums have risen rapidly, beating inflation rates, companies such as home and auto insurer Progressive (NYSE: PGR) have reaped the rewards. Progressive remains the second-largest insurance company in the U.S. and has generated growth for several decades by insuring the homes, cars, and trucks of consumers. Car and home insurance rates continue to […]
