Dan Dicker compares notes with Stephanie Link on Exxon and finds agreement, for different reasons, on owning other energy names.
Dan Dicker and Stephanie Link compare notes on how to trade during a government shutdown when many data points are missing.
Dan Dicker talks with Stephanie Link about the recent underperformance in the Master Limited Partnerships and what to do with them now.
New carrier deals helped Apple sell 9 million new iPhones, while upgraded hardware and lower price points may help Amazon move more tablets.
Dan Dicker talks to Stephanie Link about two underperforming energy names that are restructuring in the deepwater space.
Dan Dicker talks with Stephanie Link about renewed weakness in the Gold trade and its related stocks.
Johnson & Johnson replaces Merck in AAP given better pipeline and stock upside potential, says AAP Co-Portfolio Manager, Stephanie Link.
Morgan Stanley was added to AAP this week as Co-Portfolio Manager, Stephanie Link, prefers capital market exposure over housing exposure.
As technology enters its seasonally strong period, Stephanie Link, AAP Co-Portfolio Manager, wants to be overweight the group.
Stephanie Link, AAP Co-Portfolio Manager, favors TJX over the Gap given its home furnishings exposure and improved merchandise selection.