General Motors stock is down 20% YTD and expectations are low, but Stephanie Link, Co-Portfolio Manager of Action Alerts Plus, tells TheStreet’s Jill Malandrino, she likes it for a long-term, value trade because of the product cycle. While the recall issues were a short-term overhang, the underlying fundamentals are strong. In 2014 alone, GM delivered 31 vehicles and on average for the next four years, the company is set to deliver 33 new vehicles per year. Ford is not even close in terms of the cycle. Link explains that when new products are launched on the higher end, like SUVS, they are more profitable because the vehicles are made on the same cadence as the lower end, which makes them cheaper to build and that means better margins. In addition to the product cycle, margin improvement and overly negative sentiment, Link also likes the yield on the stock.