August - 2018

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Honeywell: Stick With This Winner

Summary: - Honeywell's stock has performed well so far in 2018 and I believe that the outperformance should continue through 2019. -...

General Electric: How I Currently View This Beaten Down Conglomerate

Summary: - General Electric's stock is at levels not seen since the Financial Crisis era. - The company still has a long way to go, but...

Xinyuan Real Estate: A Broken Stock (Not Company)

Summary - Xinyuan Real Estate's stock price has fallen off a cliff over the last year. - Xinyuan's financial results have been negativity...

DowDuPont: Great Financial Results But The 'Other' Things Matter Too

Summary: - DowDuPont reported very strong Q2 2018 results that beat the top- and bottom-line estimates. - However, the company's stock...

Charles River Labs: The Growth Is Real

Summary: - Charles River Labs reported better-than-expected Q2 2018 results (revenue and earnings), and its management team again raised...

MasTec: Not A Great Quarter But The Company's Future Looks Bright

Summary: - MasTec reported Q2 2018 results that beat on the bottom-line but that missed the top-line estimate. - However, the company is...

Teladoc Health: Just What The Doctor Ordered

Summary: - Teladoc Health recently reported solid Q2 2018 operating results that were well-received by the market. - This telehealth...

MetLife: A Lot To Like Here, If You Are Able To Wait Out The Storm

Summary: - MetLife reported better-than-expected Q2 2018 financial results that were well-received by the market. - This insurance...

Wabash National: Slow Start To The Year But The Company Is Well-Positioned For The Future

Summary: - Wabash National's stock has underperformed the broader market so far in 2018 but there are reasons to remain bullish. - Wabash...

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