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Blog Posts (free content)

November 4, 2019

Summary:

- MasTec reported strong Q3 2019 results that beat the bottom-line estimates. Additionally, management raised their earnings guidance for full-year 2019.

- I believe that MasTec's stock is still trading at attractive levels and that the company is well-position...

November 4, 2019

Summary:

- General Electric reported Q3 2019 results that beat the top- and bottom-line estimates.

- The operating results were well-received by the market but I believe that it was management's commentary (i.e., bull case) that moved the stock higher.

- I plan to remain...

November 3, 2019

Summary:

- Synchrony reported Q3 2019 results that beat the top- and bottom-line estimates.

- The company reported strong growth metrics and, in my opinion, Synchrony will have a promising growth profile as it enters 2020.

- I am long Synchrony, and I plan to add to my p...

October 25, 2019

Summary:

- Bank of America recently reported strong Q3 2019 results that beat the top- and bottom-line estimates.

- Bank of America is operating in a challenging environment, but I believe that investors should keep banking on this large financial institution.

- Bank of...

October 9, 2019

Summary:

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

- The portfolio underperformed its benchmark in Q3 2019 and is still lagging the S&P 500's performance since inception. However, I believe that the portfolio is pr...

September 30, 2019

Summary:

- Accenture recently reported solid Q4 2019 operating results, but management's revenue guidance was not well received by the market.

- Shares are richly valued, but I believe that the company's growth potential is not fully baked into the stock price.

- I hold a...

September 26, 2019

Summary:

- Synchrony's stock has performed extremely well so far in 2019 (after a tough 2018).

- Synchrony continues to report strong operating results, and its management team has done a great job changing the narrative.

- I am long Synchrony, and I plan to add to my po...

September 23, 2019

Summary:

- DuPont's stock has underperformed the broader market since Corteva was spun off (the last of the Dow-DuPont spin-offs).

- However, DuPont is well-positioned for the future and I believe that DD shares will outperform the broader market over the next 18-24 mont...

September 16, 2019

Summary:

- Charles River's stock has underperformed the S&P 500 so far in 2019.

- I believe that Charles River is well-positioned for 2020 and beyond, and the company's recent operating results tell the same story.

- Long-term shareholders should consider staying the cou...

September 6, 2019

Summary:

- General Electric's stock was performing well on a YTD basis before the Markopolos report was released.

- I believe that the Markopolos report will [eventually] turn out to be a net positive for long-term shareholders.

- I am long General Electric, and I recent...

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