A data set by itself, even if as extensive as HCA's, is useless unless knowledge from analysis of that data is tightly bound to process change. We learned that, and a lot more, at the MSUSA Big Data Day at HCA at the company yesterday.

Upon contracting Chicken Pox, one can expect not to suffer the disease again. As a means to explain our view on the health care REITs, and specifically on past/ current/future legal action related to Medicare billing practices of post-acute/ SNF operators, we invoke a parallel analogy with the Chicken Pox "one-and- done" nature

We take a look at a preliminary teardown of the newly released iPhone SE

We are hosting a call with Huawei. Huawei is a key leader in the China Telco switch and router market with almost 80% share, and in the global carrier Telco market with 20-30% share

We would like to highlight some key takeaways from GameStop's 4Q earnings on March 24, 2016 for the quarter ending January 2016 as they pertain to our Interactive Entertainment coverage universe

We believe increasing NAND supply will be a drag on the HDD industry, which is facing challenges with weak PC demand, a flat high performance market, and margin headwinds such as Toshiba

Since our multifamily 4Q15 wrap-up report on 2/8/16, the eight stocks have rebounded as we expected -- collectively up ~12% (excluding EQR, which has been disrupted by its special dividend), or 200bps above the REIT average

M&A doesn't look like it's going away. With two transactions already announced this year, and news reports that another company is considering its "strategic alternatives," the one question investors are asking is what are you: a Herbivore or a Carnivore?

While we are among the last to issue 2017 FFO estimates, we do so intentionally as we believe accuracy and relevance of the estimates are enhanced with current year guidance in the books