Summary: - Honeywell reported strong Q1 2019 results that beat the top- and bottom-line estimates. Management also raised its full-year 2019 guidance. - Additionally, Honeywell's margin profile is a key component of the bull case. So it is encouraging that the company's operating margin was over 20% again this past quarter. - I am long Honeywell and I plan to stay long the stock. Honeywell's ($HON) stock has outperformed the broader market by almost 6 percentage points over t

Summary: - Bank Of America reported strong Q1 2019 earnings that beat the consensus EPS estimate. - There are two main reasons why I believe that investors should stay long the stock. Simply put, the investment thesis for Bank Of America remains intact. - Bank Of America is my largest holding and I have no plans to reduce my stake. Bank Of America's ($BAC) stock has performed well so far in 2019, as BAC shares are up ~21% while the S&P 500 (SPY) is up ~16% over the same perio

Summary: - General Electric's stock is outperforming the market so far in 2019. - I believe that the management team is making significant progress toward turning around this storied industrial conglomerate. However, more work still needs to be done. - I am long General Electric, and I plan to stay long the stock. General Electric's ($GE) stock has been extremely volatile over the last three years, and nothing has changed over the first three-plus months of 2019. GE's shares

Summary: - Teladoc Health recently announced that it entered into an agreement to acquire a European telemedicine provider and that it had plans to expand into Canada. - The stock is not cheap, but I do not believe that Teladoc's growth prospects are fully baked into the price. - I am long Teladoc Health, and I plan to stay long the stock. Teladoc Health's ($TDOC) stock has underperformed the broader market so far in 2019, but shares have significantly outperformed the S&P 50

Summary: - This real-money portfolio was first introduced to the Seeking Alpha community in December 2015. - The portfolio underperformed its benchmark in Q1 2019, with several factors being significant contributors, but I believe that the R.I.P. portfolio is properly positioned to benefit from three major trends. - The financial holdings were again a major drag to the portfolio's performance but, looking out, the large financial institutions are well-positioned for the next