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Stephanie's Most Recent Article

Stephanie Link: Starbucks Is a High-Quality Growth Name You Stick With

01/22/15 - 07:00 AM EST

Starbucks is scheduled to report earnings after the close on January 22.

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

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.

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Apple Shares Have Near and Long-Term Catalysts For Investors

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.

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Stephanie Link: Inside the Capital One Conference

05/27/14 - 05:59 PM EDT

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

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Stephanie Link: Will the Sun Start Shining on SunTrust?

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.

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Data Shows the Homegamer Dialed Back Equity Exposure in April

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.

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Apple Beats Estimates, Most Looking to Second Half of 2014

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.

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Stephanie Link: Ingersoll-Rand 'Caught My Attention'

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.

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Stephanie Link: This Could Be the Season for Toll Brothers

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.

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Stephanie Link: Is PCP Ready to Take Off?

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.

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

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.

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