Summary Points: American Equity's stock has significantly outperformed the broader market over the last year. Additionally, the company's recent earnings results show that management's growth strategy is already bearing fruit. The takeaway: this insurer is well-positioned for 2022 and beyond, even if volatility is expected to pick up over the next few quarters. We are considering purchasing shares of American Equity. Read more here.

Summary Points: MetLife's stock has significantly outperformed the broader market so far in 2022. Moreover, the company's most recent operating results were well-received by the market. The takeaway: this insurer is well-positioned for 2022 and beyond, even if volatility is expected to pick up over the next few quarters. We are long MetLife, and we plan to stay long the stock. See more here.

Summary Points: Wabash National's Q1 2022 results beat the top- and bottom-line estimates. This small-cap company is well-positioned to deal with any potential disruptions to its industry. We are long Wabash, and we will likely add to our position in the quarters ahead. Wabash National Corp. (NYSE:WNC) is a diversified semi-truck manufacturer that has been negatively impacted by disruptions caused by the global pandemic. Wabash reported lackluster operating results to end the