The stock is slipping on a downgrade; for us, it's a buying opportunity.
The company said it has largely completed its recall charges.
Those levels may not end the bull market, but short-sellers are taking note.
The social network's story keeps getting better, and our thesis remains intact.
And a stock alternative check-in.
We like the company's plans to shift toward more energy exposure.
Protection from near-term downside volatility could be needed.
Nonetheless, we continue to like this story and the aerospace cycle.
Earnings beat despite plant outages.
But the real story is the product cycle in the second half.