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Link: Waddell & Reed Offers Growth at a Nice Price

07/09/14 - 04:00 PM EDT

This asset manager's stock pullback looks like an opportunity.

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Stephanie Link: Time Inc. Is on My Side

06/09/14 - 06:14 PM EDT

Why I'm bullish on this stock for the long term.

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Stephanie Link: Newell Rubbermaid Can Bounce Back

06/04/14 - 05:42 PM EDT

There'll be a gradual reacceleration of organic growth throughout 2014.

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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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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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Stephanie Link: Casting My Eye on Industrials

03/26/14 - 02:54 PM EDT

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.

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Stephanie Link leads all investment, research, and contributor recruitment activities at TheStreet. As Chief Investment Officer, she oversees premium content including Real Money, Real Money Pro, Options Profits as well as premium newsletters including Breakout Stocks and Stocks Under $10. As co-portfolio manager of Action Alerts Plus, she is responsible for the daily management of the fund including macro strategy, portfolio construction, and stock selection. She also writes daily alerts and weekly summary reports for subscribers.

Link is a CNBC contributor and appears regularly on" Fast Money Halftime," "Closing Bell," "Squawk Box" and "The Kudlow Report." Prior to joining TheStreet, she was Director of Research and Head of Institutional Equity Sales at Prudential Equity Group. She began her career as an institutional salesperson at Dean Witter. She earned a B.S Degree in Finance from Boston College.

Markets

DOW 16,960.57 -123.23 -0.72%
S&P 500 1,978.34 -9.64 -0.48%
NASDAQ 4,449.5640 -22.5440 -0.50%

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