Summary: - Accenture reported Q4 2018 results that beat the top and bottom line estimates. - Accenture's main growth driver (i.e., the New) experienced strong growth in 2018 and investors should expect more of the same in the years ahead. - I plan to stay long ACN. What are your thoughts? On September 27, 2018, Accenture ($ACN) reported better-than-expected Q4 2018 earnings and strong top line growth but the market was not impressed, as shown by the fact that the stock finish

Summary Points: - KeyCorp's stock has underperformed the broader market so far in 2018. - However, KeyCorp is in a great position to benefit from an improving backdrop (i.e., rising rate environment, less-burdensome regulations, and a stronger economy). - I am long KeyCorp and I plan to stay long through at least 2019. KeyCorp ($KEY) is a regional bank that has been lost in the shuffle so far in 2018, as KEY shares are up only 2% compared to the impressive 9% increase for the

Summary Points: - The bear (i.e., JPMorgan's Stephen Tusa) lowered his price target [again] for General Electric to $10 per share. - General Electric will need to cut its dividend before the stock finally finds its footing, in my opinion. - I plan to stay long the stock. What are your plans? On September 20, 2018, General Electric's ($GE) stock was under pressure after a well-known JPMorgan analyst, Stephen Tusa, lowered his price target for the struggling conglomerate from $

Summary Points: - Baker Hughes, a GE Company recently reported mixed Q2 2018 results but the company's largest operating unit continues to be impress. - Baker Hughes, a GE Company has operated in a challenging environment for years now but the macro environment appears to be improving. As such, the company's future looks bright[er]. - I plan to stay long the stock. Baker Hughes, a GE Company ($BHGE) has failed to win over the market, as shown by the fact that the company's st

Summary Points: - Honeywell was already a must-own company/stock, but in my opinion, the spinoffs are another reason to own the company's shares today. - There is a lot to like about the upcoming spinoff, Garrett Motion Inc. However, investors need to consider several major risk factors. - I plan to hold onto my Garrett Motion shares once the company gets spun out. What are your thoughts on this soon-to-be standalone entity? I recently published a bullish article on Honeywell

Summary Points: - Verizon recently increased its quarterly dividend by ~2% - i.e., shareholders got a pay raise. - This telecom company should now no longer be viewed as just an income play. - I plan to stay long Verizon; how about you? Verizon ($VZ) recently announced a quarterly dividend increase of 2.1% (from $0.59 to $0.6025), which brings the stock's forward yield to a rich 4.4%. As a shareholder, I love getting a "pay raise" but, in my opinion, there is a lot more to li

Summary Points: - Quanta Services recently reported quarterly operating results that missed on the bottom line, but that had some positive takeaways. - The company has been extremely shareholder-friendly over the last five years, as shown by the fact that the share count is down by over 30%. - Quanta Services is worth a look at today's price/valuation. Quanta Services ($PWR) is a small-cap infrastructure company that has largely flown under the radar. So far in 2018, the comp

Summary Points: - AIG recently reported lackluster Q2 2018 results that missed the consensus EPS estimate by a wide margin. - However, there were some positive takeaways from the company's most recent operating results. - I plan to stay long AIG (the Tarp Warrants), how about you? American International Group ($AIG) is an investment that I made several years ago and the position has been a major drag on the R.I.P. Portfolio's performance over the last three years. Yes, this g