Stephanie Link of Action Alerts PLUS sees better upside in cyclical stocks, but is keeping some defensive exposure.
Ensco has underperformed peers despite the benefit of transitioning to the ultra-deep water market, that's why Stephanie Link says buy.
Stanley Black & Decker is trading at a discount and even with Europe exposure, construction will serve as a tailwind says Stephanie Link.
Colin Gillis of BGC Partners and Action Alerts Plus CIO & Co-Portfolio Manager Stephanie Link discuss how to trade two popular tech stocks.
This week Action Alerts Plus CIO & Co-Portfolio Manager Stephanie Link will be looking for clues on the macro environment from the numerous earnings reports that will be released.
Shares of ADT have been under pressure since the CFO's departure was announced. Action Alerts Plus CIO & Co-Portfolio Manager Stephanie Link tells TheStreet's Lindsey Bell that the company's fundamentals don't change on this news, making the selloff unwarranted.
BGC's Colin Gillis says Apple is suffering from a "product vacuum" and that "gross margins are likely to drift down."
Google is on deck to report quarterly results after Thursday's closing bell as one key measure, CPCs (cost per click), continues to decline. TheStreet's Stephanie Link previews the Google results with BGC Partner's Senior Technology Analyst Colin Gillis.
DuPont has underperformed the market, but Action Alerts Plus CIO & Co-Portfolio Manager Stephanie Link tells TheStreet's Lindsey Bell that near-term pressures will be offset by a second half recovery which will drive shares higher.
BGC Partners' Colin Gillis says eBay's business continues to expand beyond the online marketplace's current offerings, making it one of his top picks.