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Prudential Financial: Keep Holding Through This Period Of Uncertainty

Summary: *Prudential's stock has significantly underperformed the broader market so far in 2020. *There are reasons for the poor stock performance - recession fears and a low interest rate environment - but I believe that this insurer will make a comeback in 2020. *I am long Prudential, and I have plans to add to my position on pullbacks. Prudential Financial's ($PRU) stock has taken a significant hit so far in 2020 due mainly to COVID-19 concerns (and the deteriorating interest rate environment). PRU shares have underperformed the broader market by over 20 percentage points on a year-to-date basis. Investors should definitely be concerned about lower rates and the potential economic impact

Honeywell: A Tough Environment, But A Great Company

Summary: *Honeywell's stock is down big so far in 2020. *However, the company still has promising long-term business prospects. It also helps the bull case that Honeywell entered 2020 in a great position, operationally and financially. *I hold a position in Honeywell, and I plan to add shares on any significant pullbacks. Honeywell's ($HON) stock has taken a significant hit so far in 2020 due mainly to COVID-19 concerns (and the potential impact to the economy). On a year-to-date basis, the stock is down ~32% and it is underperforming the broader market by almost 10 percentage points. Investors should definitely be concerned about the potential economic impact of the current health scare but

Accenture: Stick With This Winner

Summary: * Accenture's stock is down big so far in 2020. * However, the company recently reported solid Q2 2020 results that beat the top- and bottom-line estimates. * I hold a position in Accenture, and I plan to add shares on any pullbacks. As such, I believe that investors should consider sticking with this winner. Accenture's ($ACN) stock has been pulled down by the COVID-19 related concerns, and rightfully so, as the impact on economic activity has already been significant. But, ACN shares are only slightly underperforming the broader market over the first 2+ months of 2020. However, let's also remember that Accenture has outperformed the broader market over the last 1-, 3- and 5-year t

Bank Of America: Down For Good Reasons, But Will Make A Comeback

Summary: - Bank of America's stock has significantly underperformed the broader market so far in 2020. - There are legitimate reasons for the poor stock performance - recession fears and a low interest rate environment - but I believe that the bank will make a comeback in 2020. - I'm long Bank of America, and I have no plans to reduce my stake in the near future. Bank of America's ($BAC) stock has taken a significant hit so far in 2020 due mainly to COVID-19 concerns (and the deteriorating interest rate environment). BAC shares have underperformed the broader market by almost 20 percentage points on a year-to-date basis. Investors should definitely be concerned about lower rates and the pote

Fifth Third: It Will (Likely) Take Time For The Story To Play Out

Summary: - Fifth Third's stock has been a major disappointment so far in 2020 and a recovery will likely not happen over the next quarter or two. - Fifth Third has promising business prospects but the bank will have to contend with several major near term headwinds. - I am long Fifth Third, and I recently added to my position on the pullback. Fifth Third Bancorp's ($FITB) stock performance has been lackluster for a significant period of time, and it has been pretty much the same story so far in 2020. To this point, FITB shares have underperformed the broader market by 26 percentage points over the first 2+ months of the current year Poor investor sentiment for the financial sector (and I sho

Teladoc Health: The Story Keeps Getting Better

Summary: - Teladoc Health is garnering a lot of attention lately, but in my opinion, the company has had a strong bull case for years. - I believe that this once under-the-radar telemedicine company is worthy of investment dollars (even at today's price) because its story keeps getting better. - 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 2020 may turn out to be the best year yet. To this point, TDOC shares have outperformed the broader market by over 100 percentage points over the last 52 weeks. But get this, I believe that Teladoc's stock still has room to run. Not only does this small disrup

MasTec: Don't Forget About This Small-Cap Company

Summary: - MasTec reported better-than-expected Q4 2019 earnings and management guided for a strong fiscal 2020. - This company is properly positioned to benefit from several industry tailwinds, which makes MasTec's stock worthy of at least a Hold during the broader market turmoil. - MasTec is a long-term buy at today's price. MasTec ($MTZ) recently reported better-than-expected Q4 2019 earnings and management provided strong full-year 2020 guidance. However, the company's solid operating results and impressive forward guidance did not have a positive impact on the stock, as MTZ shares actually finished the trading day down over 6%. On a YTD basis, MasTec's stock is down big and is significa

 

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