|Day Low/High||60.40 / 61.40|
|52 Wk Low/High||22.25 / 61.82|
Alcoa gave positive insights into certain sectors says Action Alerts Plus CIO & Co-Portfolio Manager Stephanie Link. Link tells TheStreet's Lindsey Bell how she is addressing her portfolio based on the Alcoa call.
Jim Cramer and Stephanie Link focus on AAP holding Timken, a "very good stock" that is leveraged to a truck market with a fleet age at 20-year highs like fellow industrials Eaton and Cummins. There just needs to be some clarity on the political front for these companies to spend again, Link says.
Stephanie Link, CIO and co-portfolio manager of Action Alerts PLUS, bought Timken ahead of earnings and is a buyer on weakness after earnings are reported.
What happened to these two companies this week horrifies me as an investor.
They're selling at bargain prices, and macroeconomic factors are in their favor.
Here are three names poised to profit from the expanding US energy infrastructure build out.
Mid-cap stocks have historically outperformed all the rest, and these three are particularly solid choices.
Stephanie Link, director of research for TheStreet, sees opportunity in some industrial, technology and financial stocks.
Focus on companies with no net debt and an average ROE of more than 10% per year for the past five years.
As the back-to-school season begins, it's time to review second-quarter earnings reports again.
Downside market volatility can provide fruitful seeds of opportunity.