In the News | Week of 2.19.2019

In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the most read or the most important, but they are the most representative of the stories that mention these companies and events.

Ecolab (ECL)

Ecolab to Acquire Cleaning Solutions Provider Holchem

Ecolab Increases Cash Dividend 12%

Competition Watchdog Investigates Ecolab’s U.K. Purchase

Medtronic (MDT)

The FDA is still letting doctors implant untested devices into our bodies

FDA to overhaul long-criticized medical device system

Medtronic Announces U.S. Commercial Launch Of Mazor X Stealth(TM) Edition For Robotic-Assisted Spine Surgery

Walmart (WMT)

A New Era Of Click-And-Collect Technology Might Bring Amazon And Retailers Closer Together

Most shoppers worry about buying groceries online. But delivery in the US is set to ‘explode’

Walmart, Target, and other major retailers are pushing the Fed for real-time payments (WMT, TGT)

Retailers Embrace Payment Apps to Sidestep $90 Billion in Swipe Fees

People are freaking out about a toy that chases kids faster the louder they yell and ‘feeds off of screams of terror’ (Ed Note: This wasn’t really a top-ranked story, but I thought it was hilarious)

Analog Devices (ADI)

Embedded Systems: Technologies and Asia-Pacific Markets

Five Technologies Reshaping our Lives in 2019

U.S. Chip Maker Analog Devices Faces Multi-Millon Dollar Tax Fight With Ireland

CVS Health (CVS)

Hospital price growth driving healthcare spending

Walgreens expands prescription delivery program nationwide

Millennial Expectations Are Fundamentally Changing The Healthcare Landscape

Trump’s New Pharmacy Benefit Manager Rebate Rule Will Reshape Prescription Drug Prices

Opioid Lawsuits Heat Up Across America

Southern Company (SO)

Southern Company announces management changes

Southern Company Closes Sale of Gulf Power to NextEra Energy

Intuit (INTU)

Intuit: Unlocking Growth Opportunity Through Xero Acquisition

Intuit’s New CEO: Culture And Customer Focus Remain Top Priorities

Tech companies favor central role of Fed in real-time payments: American Banker

Kraft Heinz Company (KHC)

Investors Confront Food Business Turmoil

Kraft-Heinz Is Pushing Its Frozen Food Brand During the Super Bowl With an ‘Edgy’ Campaign

Kraft Heinz Signs Definitive Agreement to Acquire Primal Kitchen

Financial Engineering Damages Brands

Berkshire Hathaway (BRK.B)

Apple’s stock is falling after Warren Buffett’s Berkshire Hathaway trimmed its stake

Apple’s drop costs Warren Buffett about $2.8 billion, adding to struggles for Berkshire portfolio

A Slide in Stocks Could Cost Berkshire Hathaway $39 Billion

Why liberal billionaire Warren Buffett is not likely to be a big fan of the war on stock buybacks

To learn more about Epsilon Theory and be notified when we release new content sign up here. You’ll receive an email every week and your information will never be shared with anyone else.

Start the discussion at the Epsilon Theory Forum

The Latest From Epsilon Theory

DISCLOSURES

This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.

Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.