May - 2020

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Verizon: Cash Is King

Summary: *Verizon's stock has disappointed so far in 2020, as it has underperformed the broader market by a wide margin. *The company...

Teladoc Health: The Growth Is Here To Stay

Summary: *Teladoc Health recently reported impressive Q1 2020 results and management provided strong full-year 2020 guidance. *This "new"...

Wabash National: A Tough (But Manageable) Road Ahead

Summary: *Wabash National reported Q1 2020 results that missed the top- and bottom-line estimates. *The COVID-19-related headwinds will...

Charles River Labs: The Short-Term Headwinds Will Eventually Be Long-Term Tailwinds

Summary: *Charles River reported Q1 2020 results that beat the top and bottom line estimates. *The COVID-19-related headwinds will impact...

MetLife Is (Still) Well-Positioned For 2020 And Beyond

Summary: *MetLife's stock has significantly underperformed the broader market so far in 2020. However, the company's most recent...

Citigroup Will Be A Long-Term Winner

Summary: *Citigroup's stock has significantly underperformed the broader market so far in 2020. *The bank recently reported Q1 2020...

MasTec: Performing In A Tough Environment

Summary: *MasTec reported better-than-expected Q1 2020 operating results and it was encouraging that management also provided forward...

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