McKesson Defied The Doubters (Including Me)--And Could Do It Again

Core Insights - The analyst has shifted from a bullish stance to a "Hold" rating on McKesson Corporation (NYSE: MCK) over the last few quarters, indicating a cautious outlook on the stock's performance [1]. Group 1: Company Analysis - The analysis emphasizes a focus on high-quality companies that can outperform the market in the long run due to competitive advantages and high defensibility [1]. - The analyst's expertise includes a background in sociology, with a Master's Degree emphasizing organizational and economic sociology, which may influence the analytical approach [1]. Group 2: Market Focus - The analysis is primarily focused on companies in European and North American markets, without restrictions on market capitalization, covering both large-cap and small-cap companies [1].