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Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Stephanie Link

Director of Research & Vice President of Strategy

Stephanie Link leads all investment, research, and contributor recruitment activities at TheStreet. As Chief Investment Officer, she oversees premium content including Real Money, Real Money Pro, Options Profits as well as premium newsletters including Breakout Stocks and Stocks Under $10. As co-portfolio manager of Action Alerts Plus, she is responsible for the daily management of the fund including macro strategy, portfolio construction, and stock selection. She also writes daily alerts and weekly summary reports for subscribers. Link is a CNBC contributor and appears regularly on" Fast Money Halftime," "Closing Bell," "Squawk Box" and "The Kudlow Report." Prior to joining TheStreet, she was Director of Research and Head of Institutional Equity Sales at Prudential Equity Group. She began her career as an institutional salesperson at Dean Witter. She earned a B.S Degree in Finance from Boston College.

Stephanie Link
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Stephanie Link: I'll Give Credit to Discover

By Stephanie Link

The fundamentals are strong and the valuation points to opportunity. I have followed Discover Financial since the days when it was spun off from Morgan Stanley in July 2007. It issues both credit and debit cards, provides other loans and operates one of four major payment networks that process and clear point-of-sale purchases in the U.S.

11:20AM 03/21/14

Link: A Boon for the Banks

By Stephanie Link

Action Alerts PLUS has picked up more Goldman after encouraging words from the Fed.

10:30AM 03/21/14

Stephanie Link: Don't Count MTB Out

By Stephanie Link

The financials have had a rocky start to 2014 after starting the year strong out of the gate. I like the sector because I think the U.S. economy is on the mend and as the data improves, so will loan growth. Plus, a better economy should lead to a steeper yield curve, helping to lift Net Interest Income and Net Interest Margins - in turn, helping profitability levels.

08:36AM 03/17/14

Stephanie Link: Can Outcast LULU Be the Darling Again?

By Stephanie Link

It's been a pretty volatile last 12 months of sports apparel maker, Lululemon. After being the darling on Wall Street for many years with double digit growth, superior execution and exciting sports apparel products, the company stumbled in 2013 and shares have fallen 34% from its highs.

12:57PM 03/05/14

Stephanie Link: Is Diebold a Bankable Buy?

By Stephanie Link

If you'd read some of my posts on my blog, you'll notice a pattern. I like turnaround stories, management changes, and restructurings. Companies that have been mismanaged but have a brand name and potential for market share gains, revenue upside and potential for margins to recover which in turn could lead to positive operating leverage. Based on this theme, my next idea is Diebold.

09:00AM 03/03/14

Stephanie Link: Express Scripts Has a Prescription For Growth

By Stephanie Link

Express Scripts is one of the largest PBM (Pharmacy Benefit Management) companies in the U.S. with over 1.5 billion in administered prescriptions a year. It is an industry bellwether, has a strong new management team and a solid balance sheet. 2013 was a decent year for the company and the stock gained 30% but I think the story gets better in 2014...

04:52PM 02/25/14

Stephanie Link: Can New CEO Change Royal Dutch Shell's Course?

By Stephanie Link

I always like a good restructuring story especially where a company has good assets, a strong balance sheet and solid Free Cash Flow generation potential. Royal Dutch Shell fits the bill in my view. It is one of the largest energy producers in the world that operates in 140 countries, has a total proved reserve base of over 13 Billion Barrels of Oil Equivalent....

08:58AM 02/24/14

Stephanie Link: Pondering a Piece of PNRA

By Stephanie Link

I like the long-term story of Panera and the price on a pullback. Earlier this week, on CNBC's Fast Money Halftime, Mike Murphy and I debated the bull vs. bear case on Panera. I was the bull. It was ahead of the company's 4Q earnings report and although I'd like to take credit for saying to buy it ahead of the print, I didn't. My positive position really was more longer term, not quarter-specific...

07:22AM 02/21/14

Stephanie Link: The Case for Coke

By Stephanie Link

Coca-Cola shares are down almost 4% today following its disappointing 4Q results. Underneath the surface there were puts and takes to the quarter but investors are focused on the disappointing 1% total volume growth for the quarter (expectations were for 2-3%) and the 1% decline in North America volumes.

04:49PM 02/18/14

Stephanie Link: Get Into Gear With the Truck Cycle, Buy Cummins

By Stephanie Link

The truck cycle is starting to show signs of improvement. Several data points have shown up recently with the most compelling being the ACT Heavy Duty Class 8 Industry wide data showing a 51% year over year increase in January units to 34,7000 vs. 31,800 units in December - the fourth consecutive month above 20,000 units and the largest figure since April 2011.

09:55AM 02/14/14

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