ELV - Rare Stock Picks In September 2023 - From 32 Discerning Analysts

2023-10-06 11:25:33 ET

Summary

• Welcome to another installment of our monthly Rare Buy article where we highlight September investment picks you may have missed.
• As you know some Seeking Alpha analysts are more discerning by nature. Others are finding compelling ideas hard to come by in today's market environment.
• Featured in this series are investment ideas published in the last month from analysts who have made ONLY 1 Buy/Strong Buy stock recommendation in the past three months.

Editor's note: Seeking Alpha is proud to welcome SA Editor Ryan Bowen as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more »

September has come and gone bringing a new batch of discerning investment picks that you may have missed. We've compiled below a list of Buy or Strong Buy recommendations made in the month 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. For this installment the following sectors are represented:

• Communication Services
• Consumer Discretionary
• Energy
• Financials
• Health Care
• Industrials
• Information Technology
• Materials
• Real Estate
• Utilities

Enjoy the picks and as always, let us know if you have any feedback or thoughts in the comments below.

Communication Services

• Meta Platforms ( META ) - Here's an Editor's Pick from Thomas Lott marking his first bullish recommendation since May. Examining Meta Platforms On A Sum Of The Parts Basis .

• Shutterstock ( SSTK ) - Despite hitting new 52-week lows The Dragon of Wall Street sees a maturing value play with Shutterstock's Earnings Show Its Value As A Maturing Company .

• Tencent Holdings ( TCEHY ) - Analyst Chen Yang highlights in their bio that if " a stock does not have 2x potential I would not write about it. " Here's their first pick in 2023. Tencent Stock: Unveiling Short-Term Catalysts And Long-Term Promise .

• Warner Bros. Discovery ( WBD ) - After five years Palm Investor returns with an in-depth review suggesting a Strong Buy in Warner Bros. Discovery: The Market Is Misunderstanding The Favorable Debt Structure .

Consumer Discretionary

• Cavco Industries ( CVCO ) - Here's an " under-the-radar home builder " opportunity from analyst Declan Fallon. C avco Industries: An Ideal Addition To Your Portfolio .

• Modline Manufacturing Company ( MOD ) - Singular Research published a bullish special report regarding this company's strategic expansion. Special Situations Report: Modine Manufacturing .

• Ulta Beauty ( ULTA ) - Aamir Jaffer published their first Strong Buy for the year on ULTA, an upgrade from an April 2022 Hold rating. Ulta Beauty: Ignore The Bears, Despite A Rocky 2023 .

Energy

• Navigator Holdings ( NVGS ) - Shipping and logistics focused Climent Molins highlights why they are long NVGS in Navigator Holdings: Quality Growth At A Discount .

Financials

• Adyen ( ADYEY ) - In their first article since February 2022 Luis Morgan highlights why this global payment processor is worth a look. Adyen: 5 Reasons To Consider Owning This Stock .

• BM Technologies ( BMTX ) - Ben Howard received an Editor's Pick for their review and turnaround thoughts on this microcap fintech. BM Technologies: Deep Value Turnaround .

• Heritage NOLA Bancorp ( HRGG ) - Microcap specialist Safety in Value published an arbitrage opportunity for this Louisiana bank. Heritage Nola Bancorp Is An Attractive Merger Arbitrage .

• StoneCo ( STNE ) - With Northern Reflections on Value's second article of the year they highlight Brazilian fintech StoneCo: Stabilized, Not Expensive, And Growing .

• Synovus Financial Corp Preferred Series E ( SNV.PR.E ) - This is the only preferred security highlighted in this series. Analyst Hype Zero believes that this Synovus Preferred Stock Looks Mispriced compared to their other preferred.

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