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ALC News and Press, Alcon Inc. From 07/26/23

Stock Information

Company Name: Alcon Inc.
Stock Symbol: ALC
Market: NYSE
Website: alcon.com

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ALC - Alcon: Lackluster Growth Given Its Valuation

2023-07-26 04:33:52 ET Summary Alcon stock is currently trading at over 30x earnings, which is considered high for a company not expected to deliver EPS above 20 - 25% in the next few years. Despite the high trading multiple, Alcon has a strong business model and is a leader in th...

ALC - Johnson & Johnson's Q2 is positive for MedTech - Baird

2023-07-23 12:00:31 ET Soon after Johnson & Johnson ( NYSE: JNJ ) topped expectations with its Q2 2023 results last week, Baird came up with a report indicating brighter days for MedTech, mainly due to accelerating medical procedure volumes and a waning COVID impact in China. ...

ALC - Madison Investors Fund Q2 2023 Investment Strategy Letter

2023-07-20 01:00:00 ET Summary In the second quarter, the top five contributors to performance were Alphabet, Copart, Alcon, Parker-Hannifin, and PACCAR. Analog Devices and Danaher are both seeing end market demand moderate compared to the artificially high levels they experienced...

ALC - ClearBridge Large Cap Growth ESG Strategy Q2 2023 Portfolio Manager Commentary

2023-07-19 09:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Market concentration r...

ALC - Cove Street Capital Q2 2023 Letter To Shareholders

2023-07-14 01:30:00 ET Summary Cove Street Capital manages assets for a global mix of institutions, foundations, family offices, and high net worth individuals on a separate account, mutual fund, and sub-advisory basis, utilizing a research-intensive, concentrated value-based strategy...

ALC - ClearBridge Large Cap Growth Strategy Q2 2023 Portfolio Manager Commentary

2023-07-13 11:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The ClearBridge Large ...

ALC - ClearBridge International Growth ADR Strategy Q2 2023 Portfolio Manager Commentary

2023-07-13 11:15:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Japan drove internatio...

ALC - ClearBridge International Growth EAFE Strategy Q2 2023 Portfolio Manager Commentary

2023-07-12 07:30:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Japan drove internatio...

ALC - Alcon: The Steady Force Of 'Boring'

2023-06-27 18:49:46 ET Summary Alcon is expected to outpace market growth and gain market share in the surgical and vision care sectors, with growth driven by factors such as the increasing global aging population and rise in myopia. Along with Costco, Aon, and Marsh & McLenna...

ALC - Morgan Stanley sees broader MedTech impact from weight loss drugs

2023-06-04 12:00:08 ET Billions of dollars in sales across various MedTech markets will be at stake if there is a broader acceptance of weight loss drugs developed by Novo Nordisk ( NVO ) and Eli Lilly ( NYSE: LLY ), Morgan Stanley argued in a research note last week. Novo N...

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