Rare Buy Picks In June 2023 - From 34 Discerning Analysts

This report highlights discerning investment picks that you may have missed. It contains Buy/Strong Buy recommendations made in June by analysts who made no other bullish recommendations in Q2.

For your directory assistance, we've classified the opportunities by sector or industry.

Consumer Firms

• Dylan Waller had 6 Hold ratings over Q2, and a single Buy rating on a South American consumer stock.

• Mike Kytka returned with his first Buy rating in a year with a bullish view on RH.

• Retired pharmacist RoseNose is keen on the income opportunity in this battered consumer stock.

• Almyra Research only posted once in Q2, seeing contrarian value in apparel firm Jerash Holdings, with the stock trading near a 52-week low.

• Michael McGrath thinks investors are missing the complete picture with regards to this pre-eminent tech/consumer leader.

• John Moumtsakis, who has posted only 1 article in each of the past 4 years, sees more room for growth in Starbucks.

Materials Sector

• Veteran Contributor Prasanna Rajagopal published 29 Hold Ratings over Q1, but finally saw a good opportunity in materials company Westlake.

• Stock Scanner presented 6 Sell Ratings and only 1 Buy Rating in Q2. See their one bullish pick here.

Transportation / Automotive

• Former sell-side analyst Anton Walhman saw value in a lesser known European automotive firm.

• Daniel Dunaevski returned from a 2 year absence to present this German transportation company despite its full valuation.

Technology

• Former investment banker Chris Chng sees attractive growth at DataDog, and is willing to overlook the rich valuation.

• Bay Area Ideas covered 3 large-cap tech stocks during Q1, but only found one attractive buy opportunity.

• After writing 6 times in Q1, CFA Charterholder Kevin Mak doubled-down on this Israeli fintech plan in Q2.

• Portfolio Manager Allen Cooke, who only posts a Buy recommendation every quarter or so, thinks Wix.com could be a beneficiary from AI.

• In his very first article in 2023 thus far, Niki Schranz sees turnaround potential in Paypal.

• Amid caution after NVIDIA's amazing run, Moe Value Picks takes on the bears.

• Selective contributor David Ahern sees more growth potential for Roper Technologies.

Health / Biotech

• Physician and biotech investor Hashem Aliedeh saw value in microcap Ovid Therapeutics in mid-June.

• Long-term contributor Sergio Heiber sees a catalyst for health equipment firm Delcath.

• Investment partnership Laughing Water Capital renewed their Buy rating in Lifecore Biomedical despite more than a 100% gain in their pick since April.

Energy

• Selective stock picker Tim Paul likes this recent Jefferies Group spinoff for capital returns and upside potential.

• CFA Charterholder Robert Howard returned from a 2-year absence to promote PG&E as a Buy.

Entertainment / Media

• Research Analyst Dominique D'Angelo sees a deep value opportunity in this MSG spinoff.

• Kinix Research reports that Cumulus Media is priced for bankruptcy, and deserves a look from risk-tolerant investors.

• Zhong Jin returned from a very long break to present 2 momentum theses so far in 2023, most recently on Live Nation.

REIT / Real Estate

• Adam Levine-Weinberg believes it's time to get greedy on this volatile real estate firm.

Banking / Finance

• New contributor Dutch Dividend Therapist wrote 4 Hold analyses before landing on this single Buy rating.

• Junius believes that investors are overly pessimistic about this regional bank in Hawaii.

• The always selective, Ph.D. and CFA, analyst The Beauty Contest sees an undemanding valuation for this undercovered bank.

Industrials

• Carlos R. Tartarini believes Illinois Tool Works' high margin profile is a good reason to add the stock to your portfolio here.

Telecom

• Telephone and Data Systems, a telecom off the radar of many investors, is deemed to be of deep value to contributor EBITs And Pieces.

ETFs

• Oakridge Trading examined 17 ETFs over Q2, but saw only Corporate Bond Fund IGIB as a Buy in June.

• For income-oriented investors, Dividend Due Diligence highlighted this ETF at the start of June.

Cryptocurrency

• For cryptocurrency investors, one specific coin stood out for contributor The Freedonia Cooperative in June.

Thanks for reading.

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