The expected recovery in residential and non-residential construction demand is one of Stephanie Link’s top themes in 2014.
Low rates and bullish company calls mean these building-material plays look good.
Retail Sales Data came in lower than expected and Macy’s disappointed on earnings, suggesting that consumer discretionary spending trends are affecting the bottom line.
This asset manager's stock pullback looks like an opportunity.
Why I'm bullish on this stock for the long term.
Integrating Beats Music and Beats Electronics into the Apple ecosystem could potentially revive the iTunes platform and strengthen brand recognition.
There'll be a gradual reacceleration of organic growth throughout 2014.
U.S. Auto Sales came in at 16.7 million units vs consensus of 16 million units, the strongest reading since August 2008. General Motors blew away the numbers despite recalls.
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.
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.