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 interest rate concerns have wrecked serious havoc. However, I believe that the underperformance has created a buying opportunity for investors with a long-term mindset because, in my opinion, Fifth Third is well-positioned

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 broader market over the last year. Financials have been under pressure since mid-2018 due largely to industry-specific factors (low interest rate environment, flattening yield curve, and increasing regulatory concerns),

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 about the prospects no near-term rate hikes and a flattening yield curve. PRU shares have performed well so far in 2019 (15.2% vs the S&P 500's 12.4%), but the stock performance over the last year has left investors wan

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 and challenging journey for this industrial conglomerate. Management called 2019 a "reset" year. The stock was initially down big after the outlook call, but shares recovered and finished the trading week higher by around

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, Mr. Larry Culp, has been able to change the narrative for this troubled industrial conglomerate. However, let's not forget that GE shares have significantly underperformed the broader market over the last 1-, 3-, and 5

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 market liked what it heard, as shown by the fact that MTZ shares shot up by more than 8%. However, let's not get too excited because MasTec's stock is still underperforming the broader market by a wide margin over the last

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 Q4 2018 financial results after the market close on February 27, 2019, but the stock finished the next trading day down by over 6%. TDOC shares are, however, still outperforming the broader market by a wide margin over th