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 8 plus months. Teladoc has had a tough year - concerns related to its use of non-GAAP metrics, "soft" guidance heading into 2019, and the CFO & COO Mr. Mark Hirschhorn's departure - but I believe that the recent pullbac

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 drag on the results for the R.I.P. portfolio, but, in my opinion, there are still reasons to stay long Xinyuan. Simply put, the stock is down, but it's not out. Read more here.

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 full-year guidance. As you can expect, the results were well-received by the market which added to the already impressive stock performance for MTZ so far in 2019. As I recently described, there have been legitimate reason

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 shenanigans and the Federal Reserve's jumbled communication on future interest rate expectations). However, GE shares are still outperforming the broader market by a wide margin so far in 2019. But, yes, GE shares are still down b

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 since the company reported mixed Q2 2019 financial results on July 31, 2019. While the stock may be down for legitimate reasons (more on this below), I believe that the investment thesis for this global insurer remains int