Summary Points: - Synchrony reported mixed Q1 2018 results, which had an impact on the stock. - The company reported strong growth metrics but the asset quality concerns are front-of-mind for most investors. - Synchrony's stock is a long-term buy at today's price. Some pundits were confused by the market's muted response to Synchrony Financial's ($SYF) Q1 2018 results, but I, on the other hand, believe that the stock movement (or lack thereof) should have been expected. Since

Summary Points: - General Electric reported better-than-expected Q1 2018 adjusted earnings but some market pundits were not impressed. - This company's turnaround will take years but the stock is finally starting to look attractively valued. - I plan to stay long General Electric, but an investment in this industrial conglomerate does not come without risks. General Electric ($GE) reported Q1 2018 financial results and, as expected, the financial community's reactions were mi

Summary Points: - Bank of America reported better-than-expected Q1 2018 results, so the market's muted reaction was discouraging. - Even after the strong stock performance over the last year, the bank is still attractively valued. - The tax reform bill is being spun as a one-time benefit, but in my opinion, the lower corporate tax rate significantly improves the bank's future earnings growth potential. - As such, Bank of America is a long-term buy at today's price. On April 1

Summary Points: - Citigroup reported impressive Q1 2018 operating results, but the market was not impressed. - The bank has several catalysts in place, but the opportunity that it will have to return capital to shareholders is on the top of the list. - Citigroup is a long-term buy at today's price. Citigroup ($C) reported better-than-expected Q1 2018 EPS ($1.68 vs. $1.61) on revenue that was in line with estimates ($18.8B). The market, however, was expecting more, as shown by

Summary Points: - The Wall Street Journal reports that General Electric may evaluating unique options to dispose of major business units. - When the company reports its Q1 2018 results, I want to hear more about management's "new" capital allocation plans. - I plan to stay long General Electric. Should you? It was recently reported that General Electric’s ($GE) management team is now considering several options to dispose of major business units, which could include spin-offs

Summary Points: - Teladoc is a growth company that is worth a look. - Teladoc recently reported full-year 2017 results and provided 2018 guidance that supported the bull case for the company. - I am long Teladoc and I plan to add shares on pullbacks. Teladoc ($TDOC) has a goal to change the healthcare field as we know it. A little dramatic, yes, but the company's telehealth platform (and other related services) allow for patients to connect with their doctors without going in

Summary Points: - This real-money portfolio was first introduced to the Seeking Alpha community in December 2015 and it outperformed its benchmark in each of the last two years. - The portfolio has, however, underperformed its benchmark over the last 6-8 months in large part due to the downfall of General Electric. - The financial holdings were again the top performers for the portfolio, with Bank Of America being the biggest contributor. - The portfolio's projected income fo