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As the rally mentioned in last month’s article continued, are there any compelling investment ideas out there that may have flown under your radar?
Below is a list of October Buy recommendations made by analysts who had no other bullish recommendations over the past 3 months.
For your directory assistance, we’ve classified the opportunities by sector.
Healthcare
ImmunityBio (IBRX) – Longtime analyst Busted IPO Forum says it is a speculative buy for aggressive investors with significant upside, driven by its lead therapy (that is ramping up sales post-J-code) and promising early data from the t-haNK program and expanding pipeline support. – ImmunityBio: A Small Bet Is Warranted
UnitedHealth (UNH) – Individual investor Natural Born Value Seeker says it trades below intrinsic value with a projected 20% upside – it is aggressively repricing plans, expanding value-based care, and implementing AI to address margin pressures and operational inefficiencies, while leadership changes signal a determined turnaround effort. – UnitedHealth’s Path To Redemption: A Buy Amid The Storm
Financials
SLR Investment (SLRC) – Individual investor Alexander Ebbinghouse says it offers an attractive ~11% dividend yield, trades below book value, and stands out among BDC peers for its conservative leverage and above-average cash holdings. – SLR Investment: A BDC With Less Risk, And More Upside Than Some Peers
Brighthouse Financial (BHF) – Longtime analyst Chad Shoop says it is undervalued, trading at just 0.33x adjusted book value per share, and its record annuity sales, robust capital ratios, and aggressive buybacks highlight strong fundamentals and potential for 30-50%+ upside if valuation gaps close. – Brighthouse Financial: Undervalued Insurer Poised For A Rebound
Upstart (UPST) – Individual investor Inevitable Investor says the current guidance is overly prudent and growth is not fully priced in, while its AI-driven underwriting, expanding data, and rising conversion rates position it for
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