Why Advance Auto Parts is a Buy

Auto parts retailer Advance Auto Parts Inc.  has serially disappointed investors in the last year, while peers such as AutoZone, Inc.  and O'Reilly Automotive Inc.  have powered ahead in terms of operational performance and stock price.

Advance Auto parts is having difficulty integrating an acquisition that was supposed to transform the company's fortunes. Meanwhile, senior management have left and company guidance has been slashed for 2016. Is it madness to consider buying the stock? I don't think so, and here's why.

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Is Deere & Company Stock a Buy?

As Deere & Company's  fiscal year 2016 has progressed, its management has lowered full-year earnings and cash flow forecasts. Moreover, competitors such as Caterpillar Inc.  in construction machinery and AGCO Corporation  are both seeing weakening conditions. That said, all of the stocks mentioned are outperforming the S&P 500 on a year-to-date basis as I write.
What's going on with Deere in 2016, and does it's poor relative performance mean it's time to buy the stock?

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Honeywell International vs. United Technologies

United Technologies  and Honeywell International  are having a pretty good year so far. Both stocks have outperformed the S&P 500 as initial fears for an industrial recession have abated throughout the year. United Technologies is the cheaper stock, but both look like a good value based on their forward estimates.
Let's take a look at their presentations at the recent Electrical Products Group (EPG) conference, and what management said about their earnings prospects in 2016.

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General Electric Company Investor Presentation

When analysts at a heavyweight investment bank issue an underweight rating on a stock, it's usually a good idea to re-examine the case for buying or holding the shares. As such, J.P. Morgan's negative call on General Electric Company caused no little angst among the stock's supporters. With this in mind, let's take a look at CEO Jeff Immelt's presentation at the recent Electrical Products Group (EPG) conference, and what it means to the stock's prospects.

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Cisco Systems Earnings Analysis

The headline numbers from Cisco Systems' third-quarter results, reported May 18, were good on a superficial basis, but let's take a closer look at the underlying themes and trends in order to better see what's going on. In truth, it's hard to argue that the earnings weren't a net positive, but there are some underlying concerns from the report.

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General Electric Earnings Guidance

After outperforming a flat S&P 500 by nearly 24% last year, General Electric Company has slightly underperformed the market in 2016. The story of GE refocusing its business (away from GE Capital) is largely known to the market now, so is General Electric's period of market-beating returns over? Let's take a look at what to expect in 2016 in light of the recent first-quarter results.

GE data by YCharts.

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