Morgan Stanley was added to AAP this week as Co-Portfolio Manager, Stephanie Link, prefers capital market exposure over housing exposure.
As technology enters its seasonally strong period, Stephanie Link, AAP Co-Portfolio Manager, wants to be overweight the group.
Stephanie Link, AAP Co-Portfolio Manager, favors TJX over the Gap given its home furnishings exposure and improved merchandise selection.
Stephanie Link, co-portfolio director of Action Alerts Plus, compares notes with Dan Dicker on two stocks.
Cyclical stocks, like Johnson Controls, will benefit from rising rates, says Stephanie Link, co-portfolio manager of Action Alerts Plus.
Despite increased mortgage rates there are plenty of stocks for playing a housing recovery says Stephanie Link, Co-Portfolio Manager of AAP.
Disappointing earnings doesn't mean there aren't investing opportunities in retail says Stephanie Link, CIO and Co-Portfolio Manager of AAP.
Cisco's earnings was a mixed bag but the positives outweigh the negatives says Stephanie Link, CIO and Co-Portfolio Manager of AAP.
Despite disappointing sales in China, Stephanie Link, CIO and Co-Portfolio Manager of AAP, says she is a buyer of Yum! Brands on pullbacks.
July retail sales will be a reminder of how stock specific the retail sector remains says AAP Co-Portfolio Manager Stephanie Link.