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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: I'll Give Credit to Discover

03/21/14 - 11:20 AM EDT

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.

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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.

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Stephanie Link: Can Outcast LULU Be the Darling Again?

03/05/14 - 12:57 PM EST

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.

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Stephanie Link: Is Diebold a Bankable Buy?

03/03/14 - 09:00 AM EST

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.

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Stephanie Link: Express Scripts Has a Prescription For Growth

02/25/14 - 04:52 PM EST

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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Stephanie Link: Can New CEO Change Royal Dutch Shell's Course?

02/24/14 - 08:58 AM EST

I always like a good restructuring story especially where a company has good assets, a strong balance sheet and solid Free Cash Flow generation potential. Royal Dutch Shell fits the bill in my view. It is one of the largest energy producers in the world that operates in 140 countries, has a total proved reserve base of over 13 Billion Barrels of Oil Equivalent....

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Stephanie Link: Pondering a Piece of PNRA

02/21/14 - 07:22 AM EST

I like the long-term story of Panera and the price on a pullback. Earlier this week, on CNBC's Fast Money Halftime, Mike Murphy and I debated the bull vs. bear case on Panera. I was the bull. It was ahead of the company's 4Q earnings report and although I'd like to take credit for saying to buy it ahead of the print, I didn't. My positive position really was more longer term, not quarter-specific...

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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 17,156.85 +24.88 0.15%
S&P 500 2,001.57 +2.59 0.13%
NASDAQ 4,562.1890 +9.43 0.21%

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