Summary: Synchrony's stock has significantly outperformed the broader market over the last 7+ months, and the company's most recent operating results helped the bull case. Looking ahead, it appears that Synchrony's management team has the company well-positioned for 2022 and beyond. We are long Synchrony, and we plan to stay long the stock. Synchrony Financial's (SYF) stock has performed extremely well so far this year, as it has outperformed the broader market by ~16 percent

Summary: Prudential's stock has significantly outperformed the broader market over the last year, and the company's most recent operating results helped the bull case. Moreover, it appears that this global insurer is well-positioned for 2022 and beyond. We are long Prudential, and we plan to stay long the stock. Prudential's (PRU) stock has performed extremely well so far this year, as it has outperformed the broader market by ~10 percentage points over the last 7+ months. So

Summary: Bank of America's stock has significantly outperformed the broader market so far in 2021, even after factoring in the recent dip. The bank reported Q2 2021 results that were not well-received by the market. However, I believe that investors will be rewarded for holding onto their BAC shares through the uncertainty. We're long Bank of America, and we have no plans to reduce our stake in the near future. Bank of America's (NYSE:BAC) stock has performed well so far this

Summary: Wabash recently reported strong(ish) Q1 2021 operating results, but investors need to pay close attention to a few concerning metrics. The company is still contending with significant headwinds caused by the pandemic. However, Wabash's operating environment appears to be improving as the company enters the 2nd half of 2021. We are long Wabash, and we will likely add to our position in the quarters ahead. Read more here.

Summary This real-money portfolio was first introduced to the Seeking Alpha community in December 2015. The portfolio underperformed its benchmark in Q2 2021 but it is currently outperforming the S&P 500's performance since late 2015. The portfolio was overweight Financials and Industrials heading into 2020 and that turned out to be a terrible decision early last year due to the fallout from COVID-19. However, the portfolio has sharply recovered from the March 2020 lows. And