March - 2019

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Wabash National: A Margin Story

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Fifth Third Bancorp: Stay The Course Because There Is Now A Major Catalyst In Place

Summary: - Fifth Third stock has significantly underperformed the broader market over the last year, and the YTD performance has not been much better. - However, I believe that this bank is well-positioned for 2019 and beyond, especially if you factor in the recently approved acquisition of MB Financial. - I am long Fifth Third, and I plan to stay long the stock. Fifth Third Bancorp ($FITB) stock has been under significant pressure so far in 2019, as economic slowdown and int

Bank Of America: An Income Play With A Kicker

Summary: - Bank of America should be viewed as an income play because the bank has a healthy dividend and promising dividend growth prospects. - Investors should, however, not forget that this bank also has great long-term business prospects that should help propel the stock price higher. - I am long Bank of America and I plan to stay long the stock. Bank of America's ($BAC) stock has performed well so far in 2019 (up 9%), but BAC shares have significantly underperformed the

Prudential Financial Has A Great Long-Term Story To Tell

Summary: - Prudential has several key businesses that have promising long-term prospects. - Prudential recently reported Q4 2018 results that were not well-received by the market. However, I believe that there were some positive takeaways from the full-year 2018 operating results. - I am long Prudential and I plan to stay long the stock. On March 20, 2019, Prudential Financial's ($PRU) stock was under pressure after the FOMC press conference, as pundits are now more concerned

General Electric: A Positive Outlook, After The 'Reset' Of Course

Summary: - General Electric released its 2019 outlook material, and management called 2019 the "reset" year. - Management disclosed financial leverage targets for General Electric's industrial and financing businesses, and it expects the company's financial position to greatly improve by 2021. - I am long General Electric, and I plan to stay long the stock. General Electric ($GE) recently released its 2019 outlook and, as you can expect, the next year is going to be a long an

This Is How General Electric Is Positioned, Financially - And Yes, Cash Is A Concern

Summary: - General Electric recently provided its industrial cash flow guidance for 2019 and the news was not well-received by the market. - I took a look at how General Electric is financially positioned and, in my opinion, the balance sheet concerns are somewhat overblown. However, the cash flow guidance does not help. - 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 the company's newish CEO

MasTec's 2018 Results: A Lot To Like Here

Summary: - MasTec reported Q4 2018 results that beat the top- and bottom-line estimates. Additionally, management raised their forward guidance due to the company's strong business prospects for 2019. - I believe that MasTec's stock is trading at attractive levels and that the company is well positioned for 2019 and beyond. - I'm long MTZ shares and I have no plans to reduce my stake in the near future. MasTec ($MTZ) reported blow out Q4 and full-year 2018 results, and the ma

Teladoc Health: The Bull Case Remains Strong

Summary: - Teladoc Health reported Q4 2018 results that beat the top- and bottom-line estimates. Additionally, the company reported strong financial results and growth metrics for full-year 2018. - However, management's 2019 guidance was not well received by the market. But, in my opinion, the market overreacted to what I consider a good but not great outlook. - I am long Teladoc Health, and I plan to stay long the stock. Teladoc Health ($TDOC) reported better-than-expected Q