Teladoc Health: The Pullback Is Creating An Opportunity
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Summary: - Teladoc Health's stock is down nearly 30% over the last three months. - The company recently reported strong Q3 2018 operating results and, more importantly, management provided solid guidance for the last quarter of 2018. - I am long Teladoc Health and I recently added to my position on the pullback. - Looking for more? I update all of my investing ideas and strategies to members of Going Long With W.G.. Get started today ยป Teladoc Health's ($TDOC) stock has been
United Technologies: The Bull Case Remains Intact
Summary: - United Technologies reported better-than-expected Q3 2018 operating results, and management again raised its full-year guidance. - UTX has a bull case that keeps getting stronger. - I am long UTX, and I plan to build my position in this industrial conglomerate. United Technologies ($UTX) may not be in the news a lot, but this is definitely a company that has a lot going on. The industrial conglomerate is in the process of acquiring Rockwell Collins (COL) and, more
General Electric: My Thoughts On The CNBC Interview And The BHGE Sale
Summary: - General Electric's new CEO, Mr. Larry Culp, recently had an interview with CNBC's David Faber. Two points stuck with me. - The Baker Hughes sale was announced and, in my opinion, it was a great/necessary decision. - I am long GE and I plan to stay long. I have written a lot about General Electric ($GE) lately, as this company is in the midst of major restructuring efforts that were first announced in November 2017. GE has changed course seven or eight times over th
Xinyuan Real Estate: A Strong Quarter, And Another One Is Coming Soon
Summary: - Xinyuan reported strong Q3 2018 results with both revenue and adjusted net earnings per ADS up double digits when compared to Q3 2017. - Xinyuan continues to be a shareholder-friendly company (management bought back shares and announced another $0.10 quarterly dividend). - I'm long Xinyuan and I may get longer in the months ahead. Xinyuan Real Estate ($XIN) has been a disappointing position in the R.I.P. Portfolio as the stock has significantly underperformed the b
A Look At How General Electric Is Positioned, Financially
Summary: - A well-known General Electric bear recently lowered his price target for GE from $10 to $6, which caused shares to drop by over 5%. - I will take a deep dive into General Electric's Q3 2018 10-Q and provide my thoughts on how I view this conglomerate positioned from a financial standpoint. - I am long General Electric and I plan to stay long the stock. However, GE shares may not be worthy of your investment dollars. General Electric's ($GE) stock is at multi-year l
MasTec: Movin' On Up
Summary: - It was announced that MasTec was added to the S&P MidCap 400 index and the stock jumped on the news. - MasTec is movin' on up to the MidCap index but, in my opinion, this is only one of the many reasons to stay long the stock. - I am long MasTec and I am looking to add to my position. MasTec's ($MTZ) stock moved higher after it was announced that the company would be included in the S&P MidCap 400 index, which added to the already impressive stock performance so fa
Synchrony Financial: Risks Remain But The Latest Move Down Was Overdone
Summary: - Synchrony Financial's stock has not performed well so far in 2018 and the uncertainty related to the Walmart deal is not helping. - However, the company continues to report impressive operating results and the most recent quarter was more of the same. - I am long Synchrony Financial and I recently added to my position. Synchrony Financial ($SYF) recently reported strong Q3 2018 results that beat the top- and bottom-line estimates. The market, however, was not impre
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