Stephanie Link, Co-Portfolio Manager of Action Alerts Plus, says McDonald’s is the latest pick in her blog, LinkOnTheStreet, due to many fundamental factors, it is not a short-term trade.
Stephanie Link has been positive on the Residential/Non-Residential Construction theme for 2014 and into 2015, particularly non-residential, as the overall domestic economy continues to improve.
Twitter is the latest initiation in Action Alerts Plus, even as the stock hit a 52-week high.
Regional Bank, Southwest Bancorp (OKSB), is Stephanie Link’s feature stock on her blog this week, Link on TheStreet.
The expected recovery in residential and non-residential construction demand is one of Stephanie Link’s top themes in 2014.
Retail Sales Data came in lower than expected and Macy’s disappointed on earnings, suggesting that consumer discretionary spending trends are affecting the bottom line.
Integrating Beats Music and Beats Electronics into the Apple ecosystem could potentially revive the iTunes platform and strengthen brand recognition.
U.S. Auto Sales came in at 16.7 million units vs consensus of 16 million units, the strongest reading since August 2008. General Motors blew away the numbers despite recalls.
Stephanie Link explains while the near term for Google could remain choppy, long term she likes the product offering in search, video, Android and the new Nest acquisition.
Stephanie Link and Jill Malandrino review the reasons why Apple stock has performed well and stayed above the $600 level since the company reported earnings back in April.