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. The company helps customers better manage their data and analytics, in addition to assisting in extracting value out of big data (watch this video to learn more about Teradata's business). This sounds like a company that s

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 company's Q4 2017 financial results, I told investors that they should stay long the stock. My recommendation has not worked out well so far but, in my opinion, the risk-reward profile for Xinyuan is still attractive toda

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 been well-documented here on Seeking Alpha but, to put it lightly, I have been proven dead wrong over the last 3 years. Where did I get it wrong? Plenty of areas but, to start, I underestimated the impact of the headwinds

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 underperformed the broader market by a wide margin. I believe the underperformance for the stock so far in 2018 has created a buying opportunity for long-term investors, because, in my opinion, Wabash's management team has thi

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 raise. MTZ shares are basically flat since the Q1 2018 earnings were released but, more importantly, the stock is still significantly underperforming the broader market on a YTD basis. I believe that underperformance has