Summary: - Teladoc Health's strong Q2 2019 operating results show that this company is well-positioned for the future. - I believe that the pullback for Teladoc's stock is a long-term buying opportunity. - I recently added to my Teladoc position and I plan to stay long the stock. Teladoc Health's ($TDOC) stock has remained under pressure for most of 2019, which is shown by the fact that the broader market is outperforming TDOC shares by almost 1 percentage point over the last

Summary: - Xinyuan reported solid Q2 2019 results, but there are still some risks to the story. - I do not believe that Xinyuan has a debt problem, but, in my opinion, this thought could change in short order. - I hold a Xinyuan position, and I plan to stay long the stock. Xinyuan Real Estate's ($XIN) stock is up over 11% so far in 2019, but XIN shares are still significantly underperforming the S&P 500 (SPY) over the last 8 plus years. The poor stock performance has been a d

Summary: - MasTec recently reported Q2 2019 results that beat the top- and bottom-line estimates. Additionally, management raised their full-year 2019 guidance. - This company is in a position to benefit from several major industry trends/tailwinds, which makes it well-positioned for 2019 and beyond. - I plan to stay long MTZ shares for the foreseeable future. On August 1, 2019, MasTec ($MTZ) reported better-than-expected Q2 2019 results and management [again] raised their fu

Summary: - General Electric reported solid Q2 2019 results, but the stock finished the week lower by ~5%. - The company beat bottom-line estimates and management raised their full-year 2019 guidance for EPS and cash flows. - I plan to remain long General Electric. On July 31, 2019, General Electric ($GE) reported what I would call solid Q2 2019 operating results, but the stock remained under pressure due in large part to overall market concerns (i.e., the trade war shenanigan

Summary: - Prudential Financial reported mixed Q2 2019 results that were not well-received by the market. - The stock is down in the mid-double-digit range over the last week largely due to concerns related to Prudential's near-term forward earnings potential. - The recent pullback created a long-term buying opportunity for investors that are willing (and able) to hold onto PRU shares for the next three-to-five years. Prudential Financial's ($PRU) stock has taken a beating si