Summary: - General Electric's stock has performed well so far in 2019 but let's not forget that the stock is still down big over the last 3 years. - Investors should get ready to hear more about General Electric's margins in 2019 because I believe that the company's margin profile is a big part of the turn-around story. - I am long General Electric and I plan to stay long the stock. General Electric's ($GE) stock has performed well so far in 2019, as GE shares are outperforming the market by almost 23 percentage points on a YTD basis. However, let's also not forget that GE shares are still down by ~65% over the last 3 years. The impressive stock performance in 2019 is largely due to the fact

Summary: - Appian reported Q4 2018 results that beat the top- and bottom-line estimates, but the stock finished down by over 8% after the company released its "mixed" 2019 guidance. - Appian is expected to report significant growth in fiscal 2019, with the subscription business predicted to see ~30% YoY top-line growth. - This company should continue to benefit from a promising backdrop. As such, I plan to stay long the stock. Appian ($APPN) reported better-than-expected Q4 2018 operating results but the stock finished the trading day down by over 8% after management released its "mixed" 2019 guidance. APPN shares are, however, still outperforming the broader market by 13 percentage points o

Summary: - Xinyuan's stock has performed well so far in 2019, but I still believe that XIN shares have room to run. - Xinyuan reported strong Q4 2018 results that were well above the numbers that were reported in the year-ago quarter. - I am long Xinyuan, and I plan to get longer in the near future. Xinyuan Real Estate ($XIN) has been one of the best-performing stocks in the R.I.P. portfolio. The stock is up over 28% this year, and it is outperforming the S&P 500 (SPY) by 17 percentage points. While there is definitely risk to the story, I believe that Xinyuan has the potential to be a great long-term investment at today's price. Moreover, it helps the bull case that the company's most recen

Summary: - Charles River reported Q4 2018 results that beat the top- and bottom-line estimates. - This small-cap drug discovery and early-stage development company has a great long-term story to tell. Additionally, I believe that the company's investment thesis keeps getting stronger. - I am long Charles River, and I am looking to add to my position in 2019. Charles River Laboratories ($CRL) has been one of the best-performing stocks in the R.I.P. portfolio. CRL's shares are up 24% on a YTD basis, and the stock is outperforming the S&P 500 (SPY) by almost 25 percentage points over the last 12 months. Investors may be asking themselves if they missed the boat, but I would contend that the sto

Summary: - KeyCorp's stock is outperforming the broader market so far in 2019. - KeyCorp recently reported strong Q4 2018 operating results (top and bottom line beats) and the regional bank has a new potential catalyst that could help propel the stock higher in 2019. - I am long KeyCorp, and I plan to stay long the stock. KeyCorp's ($KEY) stock has performed extremely well so far in 2019, as KEY shares are up almost 17% on a YTD basis. However, let's not forget that KEY shares are still significantly underperforming the broader market over the last year (-15.5% compared to the S&P 500's 5% over the same period of time). KeyCorp appears to be a great long-term investment at today's price, eve

Summary: - MetLife recently reported strong Q4 and Full-year 2018 operating results, but the stock has been under pressure since the earnings report was released. - This insurer is well-positioned for 2019 and beyond, but shareholders may be in for a bumpy ride over the next few quarters. - I am long MetLife, and I plan to stay long the stock. MetLife ($MET) recently reported Q4 and Full-year 2018 results that were not well-received by the market, as shown by the fact that the stock is down by over 5% since the results were released. While MetLife's operating results definitely left investors wanting more, I believe that the insurer started 2019 with a good earnings report. Moreover, MetLife

Summary: - Honeywell reported better-than-expected Q4 2018 results and its management team raised their fiscal 2019 guidance. - Management's recent pivot - i.e., asset spinoffs and restructuring efforts - is already paying dividends but, more importantly, Honeywell appears to be well-positioned for 2019 and beyond. - I am long Honeywell and I plan to stay long for the foreseeable future. Honeywell ($HON) ended 2018 with a bang. The industrial conglomerate reported Q4 2018 financial results that beat the top and bottom line estimates, and its management team raised their fiscal 2019 guidance. The stock has been on an upward trend since the start of 2019, which was helped by the Q4 beat and ra

Summary: - General Electric reported mixed Q4 and full-year 2018 results but the stock finished the week higher by ~10%. - Management was able to win over the market with their candor and, as it relates to GE's future state, I believe that change is finally in the air. - I am long GE and have no plans to sell any shares, even after the recent run-up. General Electric ($GE) reported what I would consider mixed Q4 and Full-year 2018 operating results but the stock finished the week higher by over 10 percentage points. GE shares reached the double-digit mark for the first time since October 2018, but I believe that the recent stock performance is only the beginning of a multi-year recovery (let

Summary: - Verizon reported mixed Q4 2018 results that were not well-received by the market. - Management plans to heavily investment in what they view as Verizon's key growth driver, 5G. That is why I am calling 2019 "The Year Of Investment" for this telecom company. - I am long Verizon, and I may get longer over the next few months. Verizon's ($VZ) stock has been under pressure since the company reported what was widely viewed as mixed Q4 2018 operating results. The stock is down approximately 3 points since releasing results, which brings the YTD performance to -4%. The company's recent earnings report and forward guidance were nothing to brag about, but, in my opinion, I believe that Ver