HeyJaredStephanie Link
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 23, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Aug 19, 2026
Latest articles
Investor Stephanie Link looks for strong brands making a comeback. This retailer fits the bill (opens the original)
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I've been a Target shopper through the good times and the bad. But when I dropped my daughter off at college last month, we ended up making four Target runs in one day. No joke. Each time, I noticed the same thing: The product selection and service had noticeably improved. That reinforced what I've been seeing in the numbers. I've owned Target for a few years, and it hasn't been an easy ride. But I see a turnaround finally taking hold. The Minneapolis-based retailer, which operates more than 2,0
An iconic beauty stock is getting its shine back. Stephanie Link says itâs still on sale (opens the original)
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One of the ways I like to invest is finding best-in-class blue-chip companies with global brands when they're on sale. Estée Lauder fits the bill. I've owned the stock for some time, and after the company's fiscal fourth-quarter results, I like what I'm seeing even more. Chances are you know at least a few of the Estée Lauder brands. The New York-based company owns some of the biggest names in beauty, including Clinique, Jo Malone, MAC, Bobbi Brown and La Mer. Key points The company owns more
AI needs more power. Stephanie Link is buying this natural gas stock while it's cheap (opens the original)
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Part of my investment process is to find the No. 1 or No. 2 company in any given industry when it's on sale. I think I found one in my latest buy: EQT Corporation . The Pittsburgh-based company was founded in 1888 and today is the largest natural gas producer in the U.S., with a massive footprint in the Appalachian Basin. But EQT doesn't just get gas out of the ground. It also owns gathering and transmission pipelines, along with storage and processing infrastructure, giving it a vertically inte
Stephanie Link is buying this little-known play on the AI food chain. And it's cheap (opens the original)
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A new position in my portfolio is Timken , a little-known 125-year-old maker of industrial bearings that is now an under-the-radar play on the booming automation and robotics market. The robotics market is catching an artificial intelligence tailwind that will take it to from $100 billion in revenue in 2025 to $2.5 trillion by 2035, according to JPMorgan. Why I'm buying A less obvious link in the AI food chain The core business of North Canton, Ohio-based Timken is engineered bearings, which red
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