Summary Points: - Management is transitioning Teradata into more of a subscription-based company and this shift has created headwinds when it comes to the company's operating results. - However, the company reported Q1 2018 operating results that beat the consensus top- and bottom-line estimates. - Teradata's stock is a long-term buy at today's price. Teradata ($TDC) is a Dayton, Ohio-based technology company that is a global leader in analytic data solutions and services. Th

Summary Points: - Xinyuan announced several changes to its Board of Directors and there was one addition to the board that stood out the most. - A review of the company's Form 20-F shows that Xinyuan is still a growing company. - Xinyuan's stock is a long-term buy at today's price. Xinyuan Real Estate's ($XIN) stock has underperformed the S&P 500 (SPY) by a wide margin so far in 2018 but XIN shares are still outpacing the market over the last year. Based on my review of the c

Summary Points: - I will describe the type of company that are currently investing in if you put money to work in General Electric. - Several analysts have released bullish notes on General Electric over the last few weeks, so the tide may finally be turning. - I plan to stay long General Electric's stock. The great debate continues – that is, is General Electric ($GE) finally worthy of your investment dollars? My bullish thesis for this industrial conglomerate has already be

Summary Points: - Wabash National reported strong top-line growth for Q1 2018 but the company faced several headwinds that caused margin pressure. - WNC shares are attractively valued and it helps the bull case that the company is operating in a promising business environment. - Wabash National's stock is a long-term buy at today's price. Wabash National ($WNC) has been a top-performer for the R.I.P. Portfolio over the last few years but, more recently, WNC shares have underp

Summary Points: - MasTec recently reported better-than-expected Q1 2018 results but the company's stock is still under pressure. - This company is in a position to benefit from several major industry trends/tailwinds, which makes MasTec well-positioned for 2018 and beyond. - MasTec is a long-term buy at today's price. On April 30, 2018, MasTec ($MTZ) reported better-than-expected Q1 2018 results and management raised the company's full-year 2018 guidance. A classic beat and r