Summary Points: - MasTec recently reported impressive Q4 and Full-year 2017 operating results and the company's management team provided strong guidance for 2018. - This small-cap company is well positioned for 2018 and beyond. - MasTec is a long-term buy at today's price. MasTec ($MTZ) has been a top performer for the R.I.P. Portfolio over the last year. Additionally, MasTec's most recent operating results show that its management team has the company well-positioned for 201

Summary Points: - AT&T has underperformed the broader market since early 2015, but it will be different this time around. - This company is more than just an income play, especially if you are willing (and able) to wait for the long-term story to play out. - AT&T is a long-term buy at today's price. AT&T ($T) is operating in a challenging (and changing) business environment but I believe that there is a lot to like about how this company is positioned for 2018 and beyond. In

Summary Points: - Charles River Labs recently reported impressive Q4 and Full-year 2017 operating results, and one of the company's operating divisions stood out more than the others. - This small cap company is well-positioned for 2018 [and beyond], so I believe that investors should seriously consider adding CRL shares to their long portfolios. - Charles River is a long-term buy at today's price. Charles River Laboratories ($CRL) has been a top performer for the R.I.P. Port

Summary Points: - General Electric's Renewable Energy unit does not get enough attention because this business has promising long-term prospects. - The company comes with a lot of risk but I believe that GE's stock has almost bottomed. Does the biggest General Electric bear agree? - I recently reduced my General Electric position (sold 1/3 of my shares) but I plan to stay long the stock. General Electric ($GE) is a company that is widely covered here on Seeking Alpha ("SA") a

Summary Points: - Wabash recently reported better-than-expected Q4 2017 results that were well-received by the market. - The company's stock price has been pulled down by the broader market selloff, which I believe has created a buying opportunity. - Wabash is a long-term buy at today's price. Wabash National ($WNC) is a diversified semi-truck manufacturer that operates in three main segments: Commercial Trailer Products, Diversified Products, and Final Mile Products. Wabash

Summary Points: - Disney reported impressive Q1 2018 results, but the company's Parks & Resorts operating segment was the real standout. - There are three legitimate reasons to stay long the stock. - Disney is a long-term buy at today's price. Walt Disney ($DIS) is a company that we have held for years now but the last year was a painful period of time, as DIS shares underperformed the broader market by over 20 percentage points. I, however, believe that DIS shares are still

Summary Points: - The company recently reported Q4 2017 results that beat the consensus revenue and earnings estimates. - The stock is down on a YTD basis but I believe that it would be wise for long-term investors to use any pullbacks as buying opportunities. - DWDP shares are a long-term buy at today's price. On February 1, 2018, DowDuPont ($DWDP) reported Q4 2017 financial results that beat analysts' top- and bottom-line estimates, but the company's stock was pulled down w

Summary Points: - Honeywell reported better-than-expected Q4 2017 earnings and management raised the company's full-year 2018 financial guidance. - I believe that investors should remain bullish on Honeywell and I will describe 4 reasons I plan to stay long the stock. - Honeywell is a long-term buy at today's price. Honeywell ($HON) is a must own stock in today's environment. The company recently reported better-than-expected Q4 2017 results, and management also raised their