August - 2018

Premium Service

We offer a premium marketplace service on the Seeking Alpha platform. The service is geared toward long-term investing and subscribers get access to our firm's exclusive research reports. Additionally, subscribers of the service get one-on-one access to our President and Chief Investment Officer, William J. Block, CPA. Read more about the service here.

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. - Management recently raised their full-year 2018 guidance [again] and announced that the spinoffs were still on track. - There are plenty of reasons to stay long Honeywell so I plan to do just that. What are your thoughts? Honeywell ($HON) is a company that continues to impress the market, and it helped this industrial conglomerate's bull case th

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 its management team is doing what is necessary to right the ship. - I plan to stay long the stock. What are your thoughts? General Electric ($GE) is a highly debated stock and the investors that watched from the sidelines over the last almost two decades have avoided a tremendous amount of pain. The recent stock performance has also been crin

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 impacted by several headwinds but the real issue with the stock is related to management failing to provide a buyable narrative. - I plan to stay long the stock. How about you? Xinyuan Real Estate ($XIN) is a little-known Chinese company that has faced several significant headwinds over the last year, which has had an impact on its stock pr

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 was under pressure due to management's commentary related to expectations for raw material costs to tick higher in the second half of 2018. - I plan to stay long the stock, how about you? DowDuPont ($DWDP) reported strong Q2 2018 financial results in early August, but DWDP shares finished the trading day in the red after management let the fin

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 their full-year guidance. - The company not only reported impressive operating results for Q2 2018, but it also appears to be well-positioned for the future. Additionally, the company's revenue growth prospects appear promising. - I plan to stay long the stock, and I may actually add to my position. Charles River Laboratories ($CRL) has been

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 expected to report strong operating results over the second half of 2018. - I believe that MasTec has great long-term business prospects so I plan to stay long the stock. On August 2, 2018, MasTec ($MTZ) reported mixed Q2 2018 results that were not well-received by the market. Since the Q2 2018 results were released, MTZ shares are down by a

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 company has promising long-term business prospects and its backdrop seems to be improving by the day. - I am long Teladoc Health and I plan to add to my position in the near future. Teladoc Health ($TDOC) is shaking up an industry that needs disrupted. The company's telehealth platform and other related services are garnering a ton of buzz (and

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 company is still dealing with the fallout from its internal control issues but, in my opinion, MET shares are worth a look at today's valuation. - I plan to stay long MetLife, how about you? MetLife's ($MET) shareholders have been on a bumpy ride over the last year, as the insurance company has had to deal with both several self-inflicted issues (

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 reported strong Q2 2018 results but the market was not impressed. - I plan to stay long the stock, how about you? 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 is a leader in its industry and has reporte

Blog: Blog

Premium Service

Blog Posts (free content)

©2021 W.G. INVESTMENT RESEARCH LLC.