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Blog Posts (free content)

August 26, 2018


- Honeywell's stock has performed well so far in 2018 and I believe that the outperformance should continue through 2019.

- Management recently raised their full-year 2018 guidance [again] and announced that the spinoffs were still on track.

- There are plenty o...

August 20, 2018


- General Electric's stock is at levels not seen since the Financial Crisis era.

- The company still has a long way to go, but its management team is doing what is necessary to right the ship.

- I plan to stay long the stock. What are your thoughts?

General Elect...

August 15, 2018


- Xinyuan Real Estate's stock price has fallen off a cliff over the last year.

- Xinyuan's financial results have been negativity impacted by several headwinds but the real issue with the stock is related to management failing to provide a buyable narrative.

- I p...

August 14, 2018


- DowDuPont reported very strong Q2 2018 results that beat the top- and bottom-line estimates.

- However, the company's stock was under pressure due to management's commentary related to expectations for raw material costs to tick higher in the second half of 2...

August 9, 2018


- Charles River Labs reported better-than-expected Q2 2018 results (revenue and earnings), and its management team again raised their full-year guidance.

- The company not only reported impressive operating results for Q2 2018, but it also appears to be well-pos...

August 8, 2018


- MasTec reported Q2 2018 results that beat on the bottom-line but that missed the top-line estimate.

- However, the company is expected to report strong operating results over the second half of 2018.

- I believe that MasTec has great long-term business prospec...

August 5, 2018


- Teladoc Health recently reported solid Q2 2018 operating results that were well-received by the market.

- This telehealth company has promising long-term business prospects and its backdrop seems to be improving by the day.

- I am long Teladoc Health and I pla...

August 5, 2018


- MetLife reported better-than-expected Q2 2018 financial results that were well-received by the market.

- This insurance company is still dealing with the fallout from its internal control issues but, in my opinion, MET shares are worth a look at today's valua...

August 3, 2018


- Wabash National's stock has underperformed the broader market so far in 2018 but there are reasons to remain bullish.

- Wabash reported strong Q2 2018 results but the market was not impressed.

- I plan to stay long the stock, how about you?

Wabash National ($WN...

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