Summary: - General Electric's stock has significantly outperformed the broader market on a YTD basis. - There are legitimate reasons to stay long General Electric, and, in my opinion, the change in institutional ownership shows that the big boys are starting to get bullish. - I hold a sizable position in General Electric, and I plan to remain long. General Electric's ($GE) stock has performed extremely well so far in 2019, as GE shares are outperforming the broader market by ~33 percentage points over the last 11-plus months. Investor sentiment has played a significant role in the strong stock performance so far this year, but let's not forget that there is more to the story than just a posi

Summary: - MetLife reported mixed Q3 2019 results that beat the top and bottom line estimates. - The company has returned a significant amount of capital to shareholder so far in 2019, and investors should expect more of the same in 2020. - I plan to stay long MetLife. MetLife ($MET) stock has performed well lately (higher by ~10% over the last 3 months), but shares are still trailing the broader market by almost 5 percentage points over the last 11-plus months. However, I believe that the underperformance has created a buying opportunity. MetLife appears to be well-positioned for 2020 and beyond, so in my opinion, investors with a long-term mindset should consider adding the company's share

Summary: - Charles River reported Q3 2019 results that were well-received by the market. The company beat on the bottom-line but slightly missed the consensus revenue estimate. - Acquisitions and investments in operations are expected to be earnings headwinds over the next few quarters. However, I believe that the headwinds will be short term in nature. - 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 performed well lately but shares are still lagging the broader market by almost 4 percentage points over the last 11-plus months. However, I

Summary: - Teladoc recently reported strong Q3 2019 results that beat the top- and bottom-line estimates. Additionally, management raised its full-year 2019 guidance for revenue and visits. - This under-the-radar telehealth company has a strong bull case and, in my opinion, Teladoc is worthy of investment dollars even at today's price. - I am long Teladoc, and I plan to stay long the stock. Teladoc Health's ($TDOC) stock has performed extremely well over the past few years, and 2019 has been more of the same. TDOC shares are outperforming the broader market by almost 40 percentage points over the last 11-plus months. I believe that the stock still has room to run, especially if you are willi

Summary: - AIG shares have performed well so far in 2019 but I believe that the stock still has room to run. - AIG reported Q3 2019 results that were well-received by the market. The company significantly missed the EPS estimate but the results were good enough for me (and others). - I plan to stay long AIG (the Tarp Warrants). American International Group's ($AIG) stock has performed well so far in 2019, as AIG shares have outperformed the broader market by almost 20 percentage points over the last 11 plus months. Looking back, however, the stock performance has not been anything to write home about. To this point, AIG shares have underperformed the S&P 500 over the last 3, 5 and 10-year pe

Summary: - MasTec reported strong Q3 2019 results that beat the bottom-line estimates. Additionally, management raised their earnings guidance for full-year 2019. - I believe that MasTec's stock is still trading at attractive levels and that the company is well-positioned for 2020 and beyond. - I'm long MTZ shares, and I have no plans to reduce my stake in the near future. MasTec ($MTZ) reported strong Q3 2019 results, and the market liked what it heard, as shown by the fact that MTZ shares shot up by almost 9%. On a YTD basis, MTZ shares are now outperforming the broader market by a very wide margin. The solid stock performance so far in 2019 has been nice but, in my opinion, MasTec is stil

Summary: - General Electric reported Q3 2019 results that beat the top- and bottom-line estimates. - The operating results were well-received by the market but I believe that it was management's commentary (i.e., bull case) that moved the stock higher. - I plan to remain long General Electric. General Electric ($GE) recently reported Q3 2019 results that were well-received by the market, as shown by the fact that the stock finished last week up over 15%. On a YTD basis, GE shares are now outperforming the broader market by ~20 percentage points. As expected, there was a lot of noise in GE's quarterly results but I believe that the company's newish CEO, Mr. Larry Culp, has shown the ability t

Summary: - Synchrony reported Q3 2019 results that beat the top- and bottom-line estimates. - The company reported strong growth metrics and, in my opinion, Synchrony will have a promising growth profile as it enters 2020. - I am long Synchrony, and I plan to add to my position on pullbacks. Synchrony Financial's ($SYF) stock has been a big winner so far in 2019, as shares have outperformed the broader market by almost 30 percentage points over the last 10+ months. I, however, believe that Synchrony's stock still has room to run. This private-label credit card company not only has an attractively valued stock, but it also has very promising growth prospects. Read more here.