05/29/14 - 02:39 PM EDT
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.
05/29/14 - 11:00 AM EDT
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.
05/27/14 - 05:59 PM EDT
Its conference season in New York and one presentation that I attended was Capital One.
05/12/14 - 04:38 PM EDT
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.
05/07/14 - 03:07 PM EDT
TD Ameritrade's Investor Movement Index (IMX), declined for the first time in seven months, although rather slightly. Stephanie Link and Jill Malandrino review the data.
04/24/14 - 09:27 AM EDT
TheStreet's Stephanie Link and Real Money Contributor Dan Nathan discuss Apple's first quarter results. Link and Nathan expected the tech giant to lower guidance for the current quarter.
04/17/14 - 05:07 PM EDT
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.
04/08/14 - 05:50 PM EDT
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.
04/03/14 - 09:16 AM EDT
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.
03/27/14 - 09:51 AM EDT
I am sticking with my recommendation of a Panera turnaround - and think this multi-year restructuring will eventually lead to better earnings and growth. It may not happen in the next quarter or two, but I believe it will happen and for those who have a little longer term horizon the stock is a buy.