Industrial companies have started to reported some impressive earnings this week, but are still down on the year.
Energy stocks have suffered losses as the underlying commodity continues to slide, but there is a bright side to that with consumer-friendly prices at the pump.
General Motors stock is down 20% YTD, but Stephanie Link, Co-Portfolio Manager of Action Alerts Plus, says she likes it for a long-term, value trade because of the product cycle.
August Internet use and mobile data showed that Facebook continues to be strong.
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.