Rating upgrades and recent acquisitions and divestiture mean Becton Dickinson (BDX) has a lower risk profile and superior growth prospects. I last reviewed Becton Dickinson (BDX) in this November 13, 2021 post. At the time, BDX had announced its intent to spin off its Diabetes Care business as part of its 2025 Strategy - Grow, [...]
In my opinion, Intercontinental Exchange (ICE) currently offers growth at a fair valuation. I last analyzed ICE in my May 6, 2022 post, at which time I provided a brief overview of the company and the proposed acquisition of Black Knight, Inc. (BKI). This $13.1B cash and stock transaction ($85/share which is in line with [...]
S&P Global (SPGI) is a great long-term investment but investors would be wise to wait for a better valuation. I last reviewed SPGI in this May 5, 2022 post following the release of Q1 2022 results. My Final Thoughts in that post are: S&P Global is accelerating revenue prospects in high-growth markets which bodes well [...]
Intact Financial (IFC), a fragmented Canadian insurance market leader, holds a ~20% market share in the property and casualty insurance space; the top 5 hold a ~49% market share. Not only is IFC a market leader in Canada but it is becoming a specialty solutions leader and following various strategic acquisitions, it now has access [...]
