Portfolio Strategy and Stock Picks by Stephanie Link
Stephanie Link: U.S. mortgage applications rise 11 percent as refi share hits 40 percent
Stephanie Link, managing director and portfolio manager at Hightower Advisors, reports an 11 percent week-over-week and 10 percent year-over-year increase in U.S. mortgage applications. She ...
SPX forward estimates revised higher rapidly, Stephanie Link notes
Stephanie Link, managing director / portfolio manager at Hightower Advisors, highlights that SPX forward estimates are being revised upward at the fastest rate in more than 16 years, according to ...
Stephanie Link: AI spending momentum builds as semiconductor and tech shares face pressure
Stephanie Link, managing director and portfolio manager at Hightower Advisors, observed a challenging day for semiconductor and technology stocks while highlighting an accelerating artificial ...
AVGO EPS rises 54 percent with AI revenue surging, Stephanie Link notes
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that AVGO outperformed high expectations with strong earnings growth. The company reported earnings per ...
Stephanie Link: PANW beats expectations with strong revenue and next gen security growth
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that PANW delivered better-than-expected results across EPS, total revenue, and net new annual recurring ...
Loans rise to record high, Stephanie Link notes
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights the continued importance of monitoring Fed H.8 data for indicators of economic growth. According to her, ...
Stephanie Link: Markets post gains in May as AI investment boosts related industries
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that markets delivered strong performance in May, with SPX rising 5.3 percent and QQQ advancing 10.7 ...
Snowflake reports product revenue up 34 percent and new $6 billion AMZN commitment, Stephanie Link notes
Stephanie Link, managing director / portfolio manager at Hightower Advisors, highlights Snowflake's strong quarterly performance, noting product revenue rose 34 percent, outpacing expectations. ...
Stephanie Link: Markets grind higher as EPS growth hits 27.8 percent
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that markets are grinding higher due to strong earnings per share (EPS) growth of 27.8 percent. Retail ...
Early stock purchases without proven growth carry risk, Stephanie Link notes
Stephanie Link, managing director and portfolio manager at Hightower Advisors, questions the strategy of buying a stock before it demonstrates growth, margin expansion, or solid execution. She ...
Stephanie Link: Target reports strong comparable sales and raises outlook
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights Target's positive results, noting both a beat and a raise. She points out that same-store sales grew 5.6%, ...
AS sees double-digit growth across categories and markets, Stephanie Link notes
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights strong quarterly performance for AS, with technical apparel up 28%, outdoor category increasing 33%, and ...
Stephanie Link: S&P 500 and Nasdaq remain positive year-to-date on stronger EPS
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that S&P 500 remains up 8% and Nasdaq is up 15% year-to-date, driven by better earnings per share. She ...
Cybersecurity leaders gain in AI era, Stephanie Link notes
Stephanie Link, managing director and portfolio manager at Hightower Advisors, notes that cybersecurity leaders PANW, CRWD, and FTNT have posted strong gains year-to-date, up 23%, 20%, and 48% ...
Stephanie Link: Market gains driven by strong GDP and corporate earnings growth
Stephanie Link, managing director and portfolio manager at Hightower Advisors, discusses recent stock market performance, pointing out that SPX has risen 17% and QQQ is up 27% since the March 30 ...
ELAN beats and raises guidance on key metrics, Stephanie Link notes
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that ELAN reported its best organic growth quarter since becoming a public company. The company posted ...
Stephanie Link: Strong quarterly beat for ROK with discrete and hybrid growth
Stephanie Link, managing director / portfolio manager at Hightower Advisors, highlights a strong beat and raised outlook for ROK. Discrete segment grew by mid-teens, hybrid saw high single-digit ...
U.S. bank loans hit record as C&I lending leads, Stephanie Link notes
Stephanie Link, managing director and portfolio manager at Hightower Advisors, reports that U.S. Federal Reserve H.8 data show bank loans rising for the eighth straight week, marking growth in 13 ...
Stephanie Link: EL reports 40 percent EPS growth and $1 billion Asia Pacific sales
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that EL posted 40 percent EPS growth and a 5 percent increase in net sales, with gross margin up 140 basis ...
Power's AI segment records double-digit growth and rising backlog, Stephanie Link notes
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights Power as a notable AI food chain beneficiary with robust growth metrics. The company reported total ...
Stephanie Link: AWS, Azure, and Google Cloud show strong growth
Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights significant growth rates in the cloud businesses of Amazon, Microsoft, and Google. Amazon AWS reported 28% ...
