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 » Teladoc Health's ($TDOC) stock has been under pressure over the last three months, as shares are down approximately 26% over this period of time. TDOC shares are still up big over the last year (approximately 93%) but, in my opinion, the recent pullback is cre

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 recently, the company launched the final bidding process for the potential sale of its approximately $3B safety and security business. While the company does not get much attention from the financial media, UTX shares ha

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 the last two years (exaggerating, kind of) but the most recent change occurred when Mr. Larry Culp replaced Mr. John Flannery as CEO. Mr. Culp has been on the job for only a few weeks now but he is already making himself a

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 broader market over the last 11-plus months. There are several reasons why XIN shares are down more than 30% on a year-to-date basis, but the impact (and uncertainty) related to the adoption of the recent accounting chang

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 lows as GE shares are quickly approaching levels not seen since the Financial Crisis. This storied industrial conglomerate is facing stiff headwinds related to the downturn in the Power industry but GE's management team i

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 far in 2018. The inclusion in the MidCap 400 index is great news for MasTec (and its shareholders) but let's remember that there are already plenty of other reasons to stay long the stock. Read more here.

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 impressed as shown by the fact that the stock was down by almost 10% since the earnings were released (yes, the broader market pullback also came into play). More recently, the stock took another leg down when it was announce