Summary: - Accenture recently reported solid Q4 2019 operating results, but management's revenue guidance was not well received by the market. - Shares are richly valued, but I believe that the company's growth potential is not fully baked into the stock price. - I hold a position in Accenture, and I plan to add shares on pullbacks. Accenture ($ACN) recently reported better-than-expected Q4 2019 earnings, but the stock finished the week under pressure. The broader market vola

Summary: - Synchrony's stock has performed extremely well so far in 2019 (after a tough 2018). - Synchrony continues to report strong operating results, and its management team has done a great job changing the narrative. - I am long Synchrony, and I plan to add to my position on pullbacks. Synchrony Financial's ($SYF) stock has been lost in the shuffle, as the trade war and other macro concerns have taken center stage. However, SYF shares have recently made a comeback as sho

Summary: - DuPont's stock has underperformed the broader market since Corteva was spun off (the last of the Dow-DuPont spin-offs). - However, DuPont is well-positioned for the future and I believe that DD shares will outperform the broader market over the next 18-24 months. - I hold a sizable position in DuPont and I have no plans to sell any shares in the near future. DuPont de Nemours ($DD) is a stock that keeps giving - giving pain that is, as DD shares are down significan

Summary: - Charles River's stock has underperformed the S&P 500 so far in 2019. - I believe that Charles River is well-positioned for 2020 and beyond, and the company's recent operating results tell the same story. - Long-term shareholders should consider staying the course because, in my opinion, CRL shares will outperform the broader market over the next 18-24 months. Charles River Laboratories' ($CRL) stock has not performed well so far in 2019, as CRL shares have underper

Summary: - General Electric's stock was performing well on a YTD basis before the Markopolos report was released. - I believe that the Markopolos report will [eventually] turn out to be a net positive for long-term shareholders. - I am long General Electric, and I recently added to my position. General Electric's ($GE) stock was performing well in 2019 before the Markopolos report was released to the public on August 15, 2019. Two things to notice: (1) the significant drop in

Summary: - Honeywell's stock has been under pressure in the recent past, but HON's shares are still significantly outperforming the broader market over the last 5 years. - Honeywell's recent operating results (and management commentary) tell a good story about this company's long-term business prospects. As such, I believe that long-term shareholders should consider staying the course. - I hold a sizable Honeywell position and I plan to stay long the stock. Honeywell's ($HON)