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Blog Posts (free content)

June 9, 2020

Summary:

*Xinyuan Real Estate reported Q1 2020 earnings that were not well-received by the market, and as a direct result, the stock fell by over 10%.

*The company's revenue, earnings, and most operating metrics declined YoY. Additionally, management slashed the company...

May 28, 2020

Summary:

*Verizon's stock has disappointed so far in 2020, as it has underperformed the broader market by a wide margin.

*The company recently reported mixed Q1 2020 results, but I believe that Verizon is well-positioned to weather the current COVID-19 related storm.

*We...

May 25, 2020

Summary:

*Teladoc Health recently reported impressive Q1 2020 results and management provided strong full-year 2020 guidance.

*This "new" market darling has a strong bull case and the company's growth profile keeps getting stronger.

*We are long Teladoc Health, and we pl...

May 17, 2020

Summary:

*Wabash National reported Q1 2020 results that missed the top- and bottom-line estimates.

*The COVID-19-related headwinds will impact Wabash's operating results over the next few quarters, but the company is well-positioned to deal with the disruptions in its in...

May 13, 2020

Summary:

*Charles River reported Q1 2020 results that beat the top and bottom line estimates.

*The COVID-19-related headwinds will impact Charles River's results over the next few quarters, but the company is positioned to eventually benefit from the disruptions in the...

May 12, 2020

Summary:

*MetLife's stock has significantly underperformed the broader market so far in 2020. However, the company's most recent operating results were well-received by the market.

*The takeaway: this insurer is well-positioned for 2020 and beyond, but shareholders may...

May 5, 2020

Summary:

*Citigroup's stock has significantly underperformed the broader market so far in 2020.

*The bank recently reported Q1 2020 results and, as expected, earnings were under pressure due to the poor economic outlook caused by COVID-19.

*In a broader context, many exp...

May 4, 2020

Summary:

*MasTec reported better-than-expected Q1 2020 operating results and it was encouraging that management also provided forward guidance.

*This company is well-positioned for 2021 and beyond, which makes MasTec's stock a long-term buy even in today's environment.

*...

April 27, 2020

Summary:

*AT&T's stock has disappointed so far in 2020, as it has underperformed the broader market by a wide margin.

*The company recently reported lackluster Q1 2020 results but I believe that investors should focus on 2 key metrics, free cash flow and net debt, over...

April 23, 2020

Summary:

*Bank of America's stock has significantly underperformed the broader market so far in 2020.

*The bank recently reported Q1 2020 results and, as expected, earnings were under pressure due to the impact that COVID-19 has had on the economy.

*In a broader context,...

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