The CEO unveils plans to reshape the fast-food pioneer for the future.
Given the plunge in crude, beware of these ancillary minefields as well.
Over time we see the discount to CVS narrowing.
Amid new bank capital rules, we think the 2015 capital return story will be a positive catalyst for MS shares.
And that's too bad, because United Tech and McDonald's are begging for turnarounds.
We are closing this position and raising some cash as we are looking to add to some of our other positions.
Our portfolio names are well represented among the presenters, including Bank of America, which made a big impression.
Investing in safer hospital stays.
We expect more announcements to occur in the coming months that should be viewed positively.
Merck overpaid, but there are other products in the pipeline.