The turnaround effected by its new management team has caught my attention.
Low rates and bullish company calls mean these building-material plays look good.
This asset manager's stock pullback looks like an opportunity.
Why I'm bullish on this stock for the long term.
There'll be a gradual reacceleration of organic growth throughout 2014.
Its conference season in New York and one presentation that I attended was Capital One.
The bank stocks continue to be laggards following the disappointing 1Q results, a flurry of management missteps (think Bank of America's capital change) and the flat yield curve.
One of the industrial themes that I have been focused on has been the recovery potential in the US non-residential construction market. Non-residential construction activity typically follows residential construction, which has seen steady improvement over the last 2 years due to an improving economy, low interest rates, improving pent-up demand, and better affordability.
Since my investment bias is a GARP style, I always look for groups and stocks that have lagged the broader averages. One group that has lagged for a while has been the home builder stocks - and that's piqued my interest.
Some of the aerospace stocks have stalled recently after a putting up stellar performance last year, including one of my long time favorites - Precision Castparts. I like it here on the pullback and see a few catalysts to move the shares back up to its highs.