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Stephanie Link: Casting My Eye on Industrials

The industrial stocks are one of my favorite sectors in the S&P 500 and have been over the past several months. We own quite a few in Action Alerts PLUS, Jim Cramer's Charitable Trust, with our two largest positions being Eaton and Johnson Controls. The industrial sector is one of the most levered to an improving economy and also to higher interest rates. Over the last few weeks, I've been encouraged to see the pickup in several manufacturing economic data points.

Stephanie Link: I'll Give Credit to Discover

The fundamentals are strong and the valuation points to opportunity. I have followed Discover Financial since the days when it was spun off from Morgan Stanley in July 2007. It issues both credit and debit cards, provides other loans and operates one of four major payment networks that process and clear point-of-sale purchases in the U.S.

Link: A Boon for the Banks
Link: A Boon for the Banks

03/21/14 - 10:30 AM EDT

Action Alerts PLUS has picked up more Goldman after encouraging words from the Fed.

Dan Nathan Says Way to Play Johnson & Johnson is With a Put

Action Alerts OPTIONS contributor Dan Nathan is buying puts with an April expiration for Johnson & Johnson at $92.50. The April put would allow buyers to capture the upside.

Dan Nathan Says Way to Play Facebook is With a Call Spread

TheStreet contributor Dan Nathan is looking for a way to take advantage of the volatility in shares of Facebook by buying a call spread that expires in June.

Stephanie Link: Don't Count MTB Out
Stephanie Link: Don't Count MTB Out

03/17/14 - 08:36 AM EDT

The financials have had a rocky start to 2014 after starting the year strong out of the gate. I like the sector because I think the U.S. economy is on the mend and as the data improves, so will loan growth. Plus, a better economy should lead to a steeper yield curve, helping to lift Net Interest Income and Net Interest Margins - in turn, helping profitability levels.

Stephanie Link: Can Outcast LULU Be the Darling Again?

It's been a pretty volatile last 12 months of sports apparel maker, Lululemon. After being the darling on Wall Street for many years with double digit growth, superior execution and exciting sports apparel products, the company stumbled in 2013 and shares have fallen 34% from its highs.

Stephanie Link: Is Diebold a Bankable Buy?

If you'd read some of my posts on my blog, you'll notice a pattern. I like turnaround stories, management changes, and restructurings. Companies that have been mismanaged but have a brand name and potential for market share gains, revenue upside and potential for margins to recover which in turn could lead to positive operating leverage. Based on this theme, my next idea is Diebold.

Consumer Space Shows Value as Market Returns to Flat

Healthcare, energy and technology have led the way as the market is back to flat on the year, following a 6% decline, while the consumer space has underperformed.

Stephanie Link: Express Scripts Has a Prescription For Growth

Express Scripts is one of the largest PBM (Pharmacy Benefit Management) companies in the U.S. with over 1.5 billion in administered prescriptions a year. It is an industry bellwether, has a strong new management team and a solid balance sheet. 2013 was a decent year for the company and the stock gained 30% but I think the story gets better in 2014...

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