Summary Points *The company held an Investor Update Meeting and it was not well received by the market. *GE cut its dividend by 50% and guided for lower-than-expected 2018 adjusted EPS and Industrial FCF. *It is hard to fight the tape, but I am staying long the stock. Taking a step back, the underperformance of GE's stock over the last year shows that it is hard to fight the tape. I have an overweight GE position in the R.I.P. portfolio so I have felt the pain over the last f

Summary Points: *The company reported impressive Q3 2017 operating results, but there were three items that negatively impacted earnings. *Xinyuan's capital return story keeps getting better. *Xinyuan is a long-term buy at today's price. I have been impressed with this Chinese real estate company since I started following it years ago and the management team just gave me another reason to stay long -- the company reported strong Q3 2017 operating results and management again

Summary Points: *Will DIS acquire assets from Twenty-First Century Fox? No one really knows. *DIS is scheduled to release Q4 and Fiscal Full Year 2017 results later this week and investors should expect more of the same. *DIS shares are a long-term buy at today's price. Disney ($DIS) is by far the best positioned media company for the future, so I believe that long-term investors should seriously consider staying the course. Read more here. Full Disclosure: I rarely share my

Summary Points *The company reported impressive Q3 2017 results that beat the top- and bottom-line estimates. *One of the main reasons to be bullish on MET is the company's capital return story that keeps getting better. *MET shares are a long-term buy at today's price. In early 2016, I wrote an article on MetLife and stated that one of the main reasons to remain bullish about this insurer was the company's capital return story. I believe that MetLife's story has improved sin