October - 2018

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Blog Posts (free content)

Wabash: Cash Is King, Especially In The Current Environment

MetLife: Investors Should Look Past The Noisy Q2 2022 Results

American Equity's Growth Strategy: Playing Out According To Plan

General Electric: It Hurts So Good

Summary: - General Electric reported Q3 2018 results that were not well-received by the market (the understatement of the year, I know)....

DowDuPont: The Stock Will Likely Head Lower Before It Heads Higher

Summary: - DowDoPont recently reported a multi-billion dollar goodwill impairment charge related to its Ag business. - However, the...

Thoughts On General Electric Heading Into 'Judgment Day'

Summary: - General Electric plans to release Q3 2018 results at the end of October and the company's new CEO will take center stage. - I...

Honeywell: Down, But Not Out

Summary: - Honeywell reported impressive Q3 2018 financial results that beat on the bottom line but was only in line with top-line...

KeyCorp: Mixed Q3 2018 Results, But The Stock Has One Near-Term Catalyst

Summary: - KeyCorp reported Q3 2018 results that were not well-received by the market. - The bank's growing dividend (and capital return...

Appian: The Pullback Is Creating A Long-Term Buying Opportunity

Summary Points: - Appian's stock has not performed well lately but the company's long-term bull case is still intact. - Appian is a...

Bank Of America: When The Dust Settles, This Bank Is Still A Buy

Summary: - Bank of America reported Q3 2018 results that beat the top- and bottom-line estimates. - The Street is concerned about the...

Wabash National: Terrible News, But I Added To My Position

Summary: - Wabash National released preliminary Q3 2018 results that were not well-received by the market. The bad news caused the stock...

Citigroup: And The Beat Goes On

Summary: - Citigroup reported Q3 2018 results that beat on the bottom line but that missed the top-line estimate. However, I believe that...

Xinyuan Real Estate: 3 Reasons To Stay Long

Summary Points: - Xinyuan's stock has significantly underperformed the broader market so far in 2018. - However, I will provide 3...

Blog: Blog