Summary: *AT&T's stock has disappointed so far in 2020, as it has underperformed the broader market by a wide margin. *The company recently reported lackluster Q1 2020 results but I believe that investors should focus on 2 key metrics, free cash flow and net debt, over the next few quarters. *I am long AT&T, and I recently added to my position. AT&T's ($T) stock performance has been subpar for a significant period of time, and it has pretty much been the same story so far in

Summary: *Bank of America's stock has significantly underperformed the broader market so far in 2020. *The bank recently reported Q1 2020 results and, as expected, earnings were under pressure due to the impact that COVID-19 has had on the economy. *In a broader context, many experts believe that we are already in a recession, which will likely have a negative impact on the bank's stock in the near term. *However, I believe that it will be a different story for Bank of Americ

Summary: *MetLife'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 MetLife, and I have no plans to reduce my stake in the near future. MetLife's ($MET) stock has taken a significant hit so far in 2020 due mostly to the COVID-19-related concerns, although the low interest in

Summary: *This real-money portfolio was first introduced to the Seeking Alpha community in December 2015. *The portfolio underperformed its benchmark in Q1 2020 and it is lagging the S&P 500's performance since late-2015. *The portfolio was overweight financials and industrials going into Q1 2020 and that turned out to be a terrible decision given the fallout from COVID-19. *However, I still believe that this portfolio is in a great position to benefit from 3 major trends in

Summary: *KeyCorp's stock has been a major disappointment so far in 2020 and investors should expect more of the same for the next few quarters. *However, KeyCorp has great long-term business prospects, and its management team has the bank properly positioned for the future. *I am long KeyCorp, and I have no plans to reduce my position in the near future. KeyCorp's ($KEY) stock performance has been lackluster for a significant period of time, and it has been pretty much the s

Summary: *General Electric recently finalized its $20 billion BioPharma deal with Danaher. *The company's stock continues to underperform the broader market but I believe that this $20 billion deal significantly improves General Electric's risk profile. *I am long General Electric, and I plan to stay long through at least the COVID-19 related headwinds. General Electric ($GE) has (and will continue to be) a battleground stock and, so far, the bears have been winning the fight