GSM - Rare Stock Picks In August 2023 - From 34 Discerning Analysts

2023-09-03 10:30:00 ET

Summary

• We've compiled a list of August investment picks that you may have missed.
• Some Seeking Alpha analysts are more discerning by nature. Others are finding compelling ideas hard to come by in today's market environment.
• Featured here are the investment ideas from analysts who have made ONLY 1 Buy/Strong Buy stock recommendation in the past 3 months.

This report highlights discerning investment picks that you may have missed. It contains Buy/Strong Buy recommendations made in August by Seeking Alpha analysts who made no other bullish recommendations over the past 3 months.

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

Chemicals

• Flexible Solutions International (FSI ) - Value Investor Grant Gigliotti published 11 articles over the past 3 months but only found one stock to his liking. ( Flexible Solutions And Its Real Value )

Biotech

• Black Diamond Therapeutics (BDTX) - While Jonathan Faison posted 9 Buy/Strong Buy suggestions during the first half of 2023, this is his only recommendation in the past 3 months. ( Black Diamond Therapeutics: MasterKey Approach Validated With Lung Cancer Update )
• Coya Therapeutics (COYA) - This small biotech has found favour in Vision and Value 's portfolio. ( Capitalizing On Inflammation's Role In Neurological Disease )

Medical

• Teladoc (TDOC) - Kirk Spano found volatile Teladoc to his liking in mid-August ( Buy Teladoc: AI Will Likely Spur Healthcare Deflation )
• Delcath Systems (DCTH) - Frequent Short Seller TripleGate takes a bullish view on this micro-cap medical equipment firm. ( Delcath Systems: HEPZATO KIT Should Receive Approval On Aug 14 PDUFA )

Retailers

• Levi Strauss & Co. (LEVI) - Analyst LD Investments wrote 30 articles over the past 3 months but only found one stock to her liking. ( Levi Strauss & Co: Decent Long-Term Prospects, Enticing Valuation )
• AutoZone (AZO) - Value-leaning analyst Eric Nickolaison sees the auto parts giant as relatively attractive despite strong share price performance. ( AutoZone: Durable And Cheap )
• Lowe's (LOW) - Analyst James Brender says the home improvement retailer's stock may not be cheap but offers solid value. ( Lowe's: Potential Trough In Revenues Could Be A Lucrative Opportunity )
• Noodles & Company (NDLS) - Investing 501, a long-time discriminate investment partnership, thinks the struggling restauranteur is a great contrarian opportunity. Shares have fallen an additional 15% since the post. ( Noodles & Company: Time To Grow Or Time To Sow? )
• Chewy (CHWY) - CFA Timur Mirzaev sees a contrarian opportunity in the pet supplies retailer. ( Chewy: Q2 Earnings Is A Mixed Bag, But The Stock Is A Buy )

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