- (0:30) - Sideways Trending Stocks: Patience Is Key
- (2:30) - Mexico's Concrete Giant: CEMEX
- (5:50) - Retail Sector: Big Lots
- (8:00) - Wealth Management: Raymond James Financial
- (11:30) - Episode Roundup: Podcast@Zacks.com
Welcome to Episode #51 of the Value Investor Podcast
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio service, shares some of her top value investing tips and stock picks.
Stocks continue to hit new all-time highs, but there are still some stocks that haven’t joined in on the party.
Certain sectors, like retailers, remain out of favor. And other sectors, like emerging market stocks, are simply just being ignored.
But value investors like to dig deep and find opportunities where no one else is looking.
These 3 stocks have been ignored by Wall Street. But they’re cheap and are growing earnings.
Maybe it’s time to dig deeper into these ignored value stocks.
3 Value Stocks No One is Watching
1. Cemex (NYSE:CX) , the Mexican cement giant, has been completely ignored by investors for years. The shares have been treading water in a narrow range most of that time. But they’re cheap and have a PEG of 0.8. What if it’s time to be in the emerging market stocks?
2. Big Lots (NYSE:BIG) isn’t even on the tongue of most retail watchers. Over the last 5 years, the stock has returned just 18% for shareholders. But it trades with a forward P/E of just 11.4. Earnings are expected to rise 15% this year. Are you willing to take a chance in the retail sector?
3. Raymond James Financial (NYSE:RJF) bounced around in a narrow trading range from 2014 to 2016. Things have been looking up but investors are still mostly ignoring it. In the first two quarters of the year it had record quarterly net revenues. With stocks at new highs, it looks to continue that trend. Shares are trading at just 16x.
None of these stocks are trading like Netflix (NASDAQ:NFLX) or McDonald’s. Yet, they present a buying opportunity.
What else should you know about stocks the market is ignoring?
Find out on this week’s podcast.
Want more value investing insights from Tracey?
Value investors are a special breed of investor. They don’t follow the herd.
If that is your style of investing, be sure to check out Tracey’s weekly Value Investor service to receive more in-depth analysis on value companies and see which stocks she thinks are the best bargains now.
The Value Investor portfolio holds between 20 and 25 value stocks for the long haul.
Cemex S.A.B. de C.V. (CX): Free Stock Analysis Report
Raymond James Financial, Inc. (RJF): Free Stock Analysis Report
Big Lots, Inc. (BIG): Free Stock Analysis Report
Original post
Zacks Investment Research