This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Stephanie Link: 3M has Powerful Earnings Potential due to Margins and Organic Growth

Jill Malandrino
Stephanie Link
10/24/14 1:05 PM EDT
Industrial companies have started to report some impressive earnings this week, but the sector is still down on the year. Stephanie Link, Co-Portfolio Manager of Action Alerts Plus, tells TheStreet’s Jill Malandrino the key is to pick up on consistent themes from the quarter and management commentary. Link says strength in the U.S. and margin improvement are some positive themes, but many companies are citing Europe as a soft area. At the end of earnings season Link says she will look to buy shares in companies with the best organic growth rates and margin outperformance. Link, says you can still buy some of the stocks right now becuse they are down from their highs and let them potentially run until the end of the year. Link is positive on stocks like Lennox International, Ingersoll-Rand. UTX Technologies. Another highlight was that 3M grew its margins in all divisions by over 22% for the first time ever. Organic growth rate was OK, but a stock that outperformed there would be Honeywell.
Stocks in this video: UTXMMMCATBALIIIRHON

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV

Brokerage Partners

Top Rated Stocks Top Rated Funds Top Rated ETFs