Those miners appear overpriced, but we see value emerging in base metals and coal.
Both Campbell Soup and Kellogg boast wide moats and appealing yields.
We think brand development and investment in design will keep it far ahead of rivals.
DaVita and Fresenius are best positioned to capture the incremental profits from home therapy.
We expect U.S.-China trade talks to lead to greater end product demand down the road.