December - 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.

General Electric's Healthcare IPO Is Actually Just What The Doctor Ordered

Summary: - General Electric's stock will likely finish the current year down by over 50%. - However, General Electric has several positive catalysts in place that could help propel the stock price higher, which includes the highly anticipated GE Healthcare spin. - I am long GE and I plan to stay long for the foreseeable future (so I am obviously talking my book). 2018 has been an eventful year for General Electric ($GE) and its shareholders, as this storied company will finis

Wabash National: A Shareholder-Friendly Company That Is Worth A Look

Summary: - Wabash National's stock has not performed well so far in 2018, and I believe that investors should expect for WNC shares to be extremely volatile over the next few quarters. - However, I believe that this shareholder-friendly company is worthy of investment dollars. - I am already long Wabash National, and I may add more WNC shares in the near future. Wabash National ($WNC) pre-announced its Q3 2018 results in early October and the stock fell by over 20%. The stock

AT&T: The Two Metrics That Matter Right Now

Summary: - AT&T's stock has underperformed the broader market over the last 1-, 3-, and 5-year periods. - However, I believe that AT&T will perform well if management is able to show improvements to two key metrics (free cash flow and financial leverage position). - I am long AT&T and I look forward to collecting the rich (and safe) dividend while the company's story plays out in 2019 and beyond. 2018 has been the year of change for AT&T ($T) and, to be honest, I am sure that

Accenture: Risks Remain, But The Stock Is Worthy Of Investment Dollars

Summary: - Accenture reported Q1 2019 results that beat the top- and bottom-line estimates, but management's forward guidance was not well-received by the market. - I believe that the "disappointing" guidance is a short-term headwind that is creating a buying opportunity in a company that has a promising growth profile. - There are several risk factors that need to be considered, but I plan to stay long the stock. Accenture ($ACN) recently reported better-than-expected Q1 201

MasTec: 3 Reasons To Own The Stock

Summary: - MasTec's stock has significantly underperformed the broader market so far in 2018. - However, I believe that MasTec is well-positioned for 2019 and beyond, with the 5G rollout being a major market opportunity for this small-cap company. - I am long MTZ shares and I may add to my position in the weeks ahead. MasTec's ($MTZ) stock has been under pressure lately, as shown by the fact that MTZ shares are down approximately 25% over the last six months. The stock has al

Teladoc Health: Down But Not Out

Summary: - Teladoc Health's stock is down big over the last three months. -And the recent departure of Teladoc Health's Chief Operating Officer/Chief Financial Officer added fuel to the fire. - However, I believe that TDOC shares are still worthy of investment dollars. I am long Teladoc Health and I plan to stay long. Teladoc Health's ($TDOC) stock has faced significant downward pressure as the broader market pulled back over the last few months but, more recently, the high-l

MetLife Is Properly Positioned For 2019

Summary: - MetLife recently held its annual outlook meeting and, in my opinion, the main takeaway from the presentation was that the bull case for this insurer remains intact. - Specifically, MetLife appears to be properly positioned for 2019 and beyond. - I am long MetLife, and I plan to stay long the stock. MetLife's ($MET) stock has fallen out of favor over the last few quarters, which is shown by the fact that its shares are underperforming the broader market by approxima

General Electric: It Ain't Goin' Be Easy

Summary: - General Electric needs to show some serious progress in its restructuring efforts, but a real turnaround is not going to be easy. - However, I believe that General Electric's management team has levers to pull that should allow them to focus on the top risk factor (i.e., financial leverage). - I am long General Electric and I plan to stay long. 2018 will be a year that General Electric ($GE) and its shareholders will want to forget about. The company's stock starte

Charles River Laboratories Is Well-Positioned For 2019, So Just Stay Long

Summary: - Charles River Laboratories recently reported Q3 2018 results that beat the top- and bottom-line estimates and management increased their full-year 2018 guidance. - Charles River is well-positioned for 2019, so I believe that this small-cap company is worthy of investment dollars. - I am long CRL shares, and I may get longer in the near future. Charles River Laboratories ($CRL) is a company that does not get much attention, but if you ask me, this will change in the

Prudential Financial Is Worth A Look

Summary: Prudential Financial recently held its 2019 investor outlook call. Management guided for the company to have a strong(ish) 2019 and, more importantly, PRU shares are dirt cheap based on several key metrics. I am long Prudential Financial and I may get longer in the near future. Prudential Financial (PRU) recently held its annual investor outlook call and, in my opinion, there was a lot to like about what management had to say. Not only did management project for Prud

Premium Service

Blog Posts (free content)

©2021 W.G. INVESTMENT RESEARCH LLC.