Tag Archives: NVS

Private equity is shopping for global groceries (KR, QKLS, BSI, UL, WMT, TGT)

The burgeoning consumer class around the globe has been attracting multinational corporations such as Unilever (UL, quote) and Novatris (NVS, quote), but the stores consumers shop in are just as appealing. Private equity groups and hedge funds have long sought after grocery chains and other retail stores for their dependable cash flow and loyal customer base.

Consumer Emerging Markets Insight Food Investing

TEVA: fallen angel?

Teva is a great company in a fantastic global space. Emerging markets need generic drugs. But the chart does not reflect this.

Pharma Stocks