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Monthly Spotlight

CVS: The Compelling Logic of Its Aetna Bid

Vertical integration that could fend off Amazon

The Revolutionary Idea Behind TSM’s Success

Making chips for others so that they don’t have to bother

Partnering Again: Microsoft and Intel Join Forces on COCO

Two storied tech franchises collaborate in the blockchain arena

Coherent: A Tech High Flier We’d Avoid

Warning signs as it bets on a competitive niche

CF Industries: Ready for Nitrogen’s Recovery

The fertilizer producer looks forward to a better season By Stephen Leeb and Elizabeth Blessing This summer has seen record-breaking heat in Northern Plains and Western states, leaving fields parched and stressing farmers. But for fertilizer company CF Industries Holdings (NYSE: CF), this month’s Spotlight stock, the heat has been a welcome breath of fresh […]

Tencent: China’s Online Purveyor of Everything

Gaming, social media, online shopping, search, and more

Micron: A Cheap and Less Cyclical Tech

A strong stake in Asia-Pacific should keep growth uptrended