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Google Has Something for Every Investor: Value, Growth and Long-Term Opportunity

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.

Apple Shares Have Near and Long-Term Catalysts For Investors

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.

Stephanie Link: Inside the Capital One Conference

Its conference season in New York and one presentation that I attended was Capital One.

Stephanie Link: Will the Sun Start Shining on SunTrust?

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.

Data Shows the Homegamer Dialed Back Equity Exposure in April

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.

Apple Beats Estimates, Most Looking to Second Half of 2014

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.

Stephanie Link: Ingersoll-Rand 'Caught My Attention'

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.

Stephanie Link: This Could Be the Season for Toll Brothers

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.

Stephanie Link: Is PCP Ready to Take Off?

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.

Stephanie Link: Why I'm Not Giving up on Panera

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.

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