Summary: *Verizon's stock has disappointed so far in 2020, as it has underperformed the broader market by a wide margin. *The company recently reported mixed Q1 2020 results, but I believe that Verizon is well-positioned to weather the current COVID-19 related storm. *We are long Verizon, and we plan to add at current levels. Verizon's ($VZ) stock performance has been subpar over the last few years, and it has pretty much been the same story so far in 2020. On a YTD basis, VZ

Summary: *Teladoc Health recently reported impressive Q1 2020 results and management provided strong full-year 2020 guidance. *This "new" market darling has a strong bull case and the company's growth profile keeps getting stronger. *We are long Teladoc Health, and we plan to stay long the stock. Teladoc Health's ($TDOC) stock has significantly outperformed the broader market on a year-to-date basis. Teladoc is currently being viewed as one of the few companies that have actu

Summary: *Wabash National reported Q1 2020 results that missed the top- and bottom-line estimates. *The COVID-19-related headwinds will impact Wabash's operating results over the next few quarters, but the company is well-positioned to deal with the disruptions in its industry. *We are long Wabash, and we plan to add to our position at current levels. Wabash National's ($WNC) stock has significantly underperformed the broader market so far in 2020. There is no denying the fac

Summary: *Charles River reported Q1 2020 results that beat the top and bottom line estimates. *The COVID-19-related headwinds will impact Charles River's results over the next few quarters, but the company is positioned to eventually benefit from the disruptions in the industry. *This small-cap drug discovery and early-stage development company has a great long-term story to tell. Additionally, I believe that the company's investment thesis keeps getting stronger. *We are lon

Summary: *MetLife's stock has significantly underperformed the broader market so far in 2020. However, the company's most recent operating results were well-received by the market. *The takeaway: this insurer is well-positioned for 2020 and beyond, but shareholders may be in for a bumpy ride over the next few quarters. *We are long MetLife, and we plan to stay long the stock. MetLife's ($MET) stock price has recovered lately but it is still significantly underperforming the b

Summary: *Citigroup'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 poor economic outlook caused by COVID-19. *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. *I'm long Citigroup, and I have no plans to reduce my overweight position in the

Summary: *MasTec reported better-than-expected Q1 2020 operating results and it was encouraging that management also provided forward guidance. *This company is well-positioned for 2021 and beyond, which makes MasTec's stock a long-term buy even in today's environment. *MasTec is a long-term buy at today's price. On April 30, 2020, MasTec ($MTZ) reported better-than-expected Q1 2020 results and management provided strong full-year guidance and, as you can expect, the stock fi