Givaudan (GIVN): Buy this leader while it’s on sale
Givaudan rarely grabs headlines outside luxury and consumer-goods circles, yet its molecules sit behind everything from blockbuster perfumes to plant-based burgers.
Quality Companies
Tiny Glass, Big Profits: Inside Hoya’s Hidden Semiconductor Empire
TOKYO—If you wear prescription spectacles, you may already be familiar with Hoya Corporation, the Japanese group whose free‑form lenses sit comfortably on millions of noses. But the real marvel of Hoya’s eighty‑four‑year run is not what happens in its optical shops; it is what happens
Novo Nordisk’s (NVO) Weight‑Loss Wobble
Investors who can stomach a few quarters of volatility should treat Novo’s recent stumbles as the sort of discount that doesn’t linger long in obesity’s gold rush.
Pepsi (PEP): This Consumer Staple Is About to Pop
Our stock of the month for July hiked dividends for 51 consecutive years straight.
Cintas (CTAS): Keeps the Starch in Its Uniforms—and Its Earnings
Behind every crisp uniform is a logistics empire: Cintas has turned weekly laundry pickups into a $50 billion compounder—outpacing the market by far.
Accenture (ACN): Will it Survive the AI Tsunami?
Inside the Trillion‑Dollar Battle for Tech Services Margins, Moats and Mega‑Deals in the Age of Generative AI
Zoetis (ZTS): Who let the Dogs out?
FDA warnings put Zoetis in the doghouse, yet its moat, pipeline and math say otherwise.