Summary: KeyCorp's stock has significantly underperformed the broader market so far in 2020. The bank reported Q3 2020 results that were actually well-received by the market (outside of its net interest margin), unlike most of the other banks that I follow. The operating environment for KeyCorp will be challenging through at least the remainder of 2020, but I see the backdrop improving in early 2021. We're long KeyCorp, and we have no plans to reduce our stake in the near fut

Summary: * MasTec recently reported better-than-expected Q3 2020 earnings and management provided solid Q4 2020 guidance. * The company's quarterly operating metrics were well-received by the market, and I believe that MasTec is well-positioned for 2021 and beyond. * We are long MasTec, and we plan to add to our position on any significant pullbacks. MasTec ($MTZ) is a small-cap infrastructure construction company that has been negatively impacted by the disruptions of the gl

Summary: * Charles River reported Q3 2020 results that beat the top- and bottom-line estimates. Moreover, the company has beat analysts' earnings estimates in each of the last eight quarters. * Charles River appears to be well-positioned for 2021 and beyond, which also factors in the anticipated near-term COVID headwinds. * We are long Charles River, and we are looking to add to our position on any pullbacks. Charles River Laboratories' (NYSE:CRL) stock has performed well so

Summary: * Fifth Third's stock has significantly underperformed the broader market so far in 2020. * The bank reported Q3 2020 results that were actually well-received by the market, unlike most of * the other banks that I follow. * The operating environment for Fifth Third will be challenging through at least the end of 2020, but the backdrop is really not that bad. * We're long Fifth Third, and we have no plans to reduce our stake in the near future. Fifth Third's ($FITB) s