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 finish the year with a new CEO, Mr. Larry Culp, and in the midst of major restructuring efforts (not the first time hearing this, right?). As such, it should come as no surprise that GE shares have significantly underperforme

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 recovered after the initial dip, but shares are now trading back below the $13 level again. There are definitely risks to the story, but, as I previously described, Wabash National is worthy of investment dollars if you

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 this company's management team is looking forward to starting a new year. AT&T closed the Time Warner acquisition in 2018 (well, sort of) and its management team has consistently provided a bullish outlook but, at the e

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 2019 operating results (i.e., top- and bottom-line beats), but the stock finished the trading day down by almost 5%. The broader market selloff definitely came into play with the drop in the stock price, but analysts were a

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 also underperformed the broader market on a YTD basis, with MTZ shares down almost 20% over the last 11 plus months. While MTZ's shares will likely remain under pressure if the broader market continues its downward trend,

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-level personnel issue (i.e., the COO/CFO resignation) added fuel to the fire. The stock has actually performed well so far in 2018, even after factoring the recent dip, so some shareholders may still be sitting on a nice

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 approximately 24 percentage points on a YTD basis. However, the important thing to remember is that the stock has performed pretty much in line with the other insurers (and in a broader context, the financials in general), as thi

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 started the year in the $17 per share range but GE shares are now sitting below $7, which are prices not seen since the Financial Crisis. This storied company's stock is down big over the last 11 plus months and this is after

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 years ahead. This drug discovery and early-stage development company has a great story to tell, and I believe that the strong stock performance seen so far in 2018 will likely continue over at least the next 12 months.

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 Prudential to have a strong 2019 but they also announced a meaningful addition to the insurer's buyback program ($2B). PRU shares have not performed well so far in 2018, so the positive takeaways from the investor outlook ca

Summary: - Bank of America's stock has underperformed the broader market so far in 2018, but the bank's long-term story remains intact. - There are several reasons to remain bullish, but, in my opinion, Bank of America's improving cost structure is the main reason to stay long the stock. - I am long Bank of America with an overweight position, and I plan to stay long. Bank of America's ($BAC) stock has significantly underperformed the broader market so far in 2018. It has been a tough environment for the banks in 2018 and this may continue to be the case over the next few quarters, but, in my opinion, there are several legitimate reasons to stay long Bank of America ("BofA"), with its improv