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Blog Posts (free content)

January 5, 2020

Summary:

- This real-money portfolio was first introduced to the Seeking Alpha community in December 2015.

- The portfolio outperformed its benchmark in Q4 2019, but it is still lagging the S&P 500's performance since late-2015.

- I believe that this portfolio is in a gr...

January 3, 2020

Summary:

- Bank of America's stock outperformed the broader market by a wide margin in 2019.

- The investment community is concerned about how the interest rate environment will negatively impact the banks in 2020 but, in my opinion, the concern is overblown.

- I plan to...

December 30, 2019

Summary:

- DuPont stock has underperformed the broader market since Corteva was spun off in mid-2019.

- I believe that the announced deal with International Flavors & Fragrances will turn out to be a catalyst for the stock.

- I hold a sizable position in DuPont, and I ha...

December 9, 2019

Summary:

- Xinyuan Real Estate reported lackluster Q3 2019 results that were not well-received by the market.

- Q3 2019 turned out to be tough period of time for this Chinese real estate company, and it may take awhile before business prospects really begin to improve.

-...

December 4, 2019

Summary:

- Wabash stock has underperformed the broader market so far in 2019, but there are reasons to remain bullish.

- It reported Q3 2019 results that showed significant YoY improvements. Additionally, the company's newest operating segment continues to report promisi...

November 26, 2019

Summary:

- General Electric's stock has significantly outperformed the broader market on a YTD basis.

- There are legitimate reasons to stay long General Electric, and, in my opinion, the change in institutional ownership shows that the big boys are starting to get bulli...

November 19, 2019

Summary:

- MetLife reported mixed Q3 2019 results that beat the top and bottom line estimates.

- The company has returned a significant amount of capital to shareholder so far in 2019, and investors should expect more of the same in 2020.

- I plan to stay long MetLife.

Me...

November 14, 2019

Summary:

- Charles River reported Q3 2019 results that were well-received by the market. The company beat on the bottom-line but slightly missed the consensus revenue estimate.

- Acquisitions and investments in operations are expected to be earnings headwinds over the ne...

November 11, 2019

Summary:

- Teladoc recently reported strong Q3 2019 results that beat the top- and bottom-line estimates. Additionally, management raised its full-year 2019 guidance for revenue and visits.

- This under-the-radar telehealth company has a strong bull case and, in my opin...

November 8, 2019

Summary:

- AIG shares have performed well so far in 2019 but I believe that the stock still has room to run.

- AIG reported Q3 2019 results that were well-received by the market. The company significantly missed the EPS estimate but the results were good enough for me (...

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