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

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 be

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 m

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, a

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 percent

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

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 sh

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