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Blog Posts (free content)

April 27, 2020

Summary:

*AT&T's stock has disappointed so far in 2020, as it has underperformed the broader market by a wide margin.

*The company recently reported lackluster Q1 2020 results but I believe that investors should focus on 2 key metrics, free cash flow and net debt, over...

April 23, 2020

Summary:

*Bank of America's stock has significantly underperformed the broader market so far in 2020.

*The bank recently reported Q1 2020 results and, as expected, earnings were under pressure due to the impact that COVID-19 has had on the economy.

*In a broader context,...

April 20, 2020

Summary:

*MetLife's stock has significantly underperformed the broader market so far in 2020.

*There are reasons for the poor stock performance - recession fears and a low interest rate environment - but I believe that this insurer will make a comeback in 2020.

*I am lon...

April 17, 2020

Summary:

*This real-money portfolio was first introduced to the Seeking Alpha community in December 2015.

*The portfolio underperformed its benchmark in Q1 2020 and it is lagging the S&P 500's performance since late-2015.

*The portfolio was overweight financials and indu...

April 13, 2020

Summary:

*KeyCorp's stock has been a major disappointment so far in 2020 and investors should expect more of the same for the next few quarters.

*However, KeyCorp has great long-term business prospects, and its management team has the bank properly positioned for the fu...

April 3, 2020

Summary:

*General Electric recently finalized its $20 billion BioPharma deal with Danaher.

*The company's stock continues to underperform the broader market but I believe that this $20 billion deal significantly improves General Electric's risk profile.

*I am long General...

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