The 'Undercovered' Dozen From May 2024

seekingalpha06-06

The "Undercovered" Dozen highlights twelve ideas from the previous month on stocks with limited coverage.Albertsons, Viking Therapeutics, Brandywine Realty Trust, platinum, and more are discussed in ...

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href=https://seekingalpha.com/article/4697567-the-undercovered-dozen-from-may-2024><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The \"Undercovered\" Dozen highlights twelve ideas from the previous month on stocks with limited coverage.Albertsons, Viking Therapeutics, Brandywine Realty Trust, platinum, and more are discussed in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4697567-the-undercovered-dozen-from-may-2024\">Source 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Dividend A MIncA SGD-H","VKTX":"Viking Therapeutics, Inc.","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","HROW":"Harrow Health Inc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1989763690.USD":"东方汇理世代食品基金A2 Acc"},"translate_title":"2024年5月起的“卧底”十几人","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGCO":1,"VKTX":1,"TPL":1,"PPLT":1,"PLTM":1,"LLY":1,"KR":1,"HROW":1,"DE":1,"ACI":1,"BDN":1,"CFA.SI":0.68},"content_text":"The \"Undercovered\" Dozen highlights twelve ideas from the previous month on stocks with limited coverage.Albertsons, Viking Therapeutics, Brandywine Realty Trust, platinum, and more are discussed in this edition.A number of veteran Seeking Alpha analysts are on display in this one. And one of them shares a thesis about their largest portfolio holding at 12%.Turnervisual Introduction Welcome to our third edition of the 'Undercovered' Dozen series, where we highlight twelve ideas from the previous month on stocks that receive limited coverage on our platform. We bring these ideas into focus by highlighting a key excerpt outlining the analyst's Buy, Sell, or Hold thesis so you may judge for yourselves. So far, we have published these articles on a monthly basis, including:   The 'Undercovered' Dozen From March 2024. The 'Undercovered' Dozen From April 2024.  Moving forward, we're aiming to publish these 'undercovered' features weekly to provide more timely information and a recurring source of potentially new ideas to sift through for our community. So keep your eyes out for the first weekly edition this Friday, June 7th, and the following Fridays after that for a weekly review of 'undercovered' ideas. To make sure you don't miss a thing, follow this account or SA Editor's Picks. Without further ado, let's turn to this month's dozen, featuring a commodities pair trade, an analyst covering their largest position, an unloved office REIT, a comparison of agritech companies, and a number of M&A-related picks. And please don't forget to let us know what you think of these ideas in the comments.  Albertsons May Be Win-Win Proposition, With Or Without Kroger Deal        Ticker Rating Analyst   ACI Buy Paul Franke   Click to enlarge \"Albertsons Companies, Inc. (ACI) has suffered in price during 2024 on the roadblocks to a merger with The Kroger Co. (KR), erected by Federal Trade Commission (\"FTC\") actions and numerous state-filed lawsuits. Two of America's largest grocery chains are trying to create a monster-sized company, which may end up raising prices for customers on reduced competition. I get the conflict inside the fair-trade appraisal process. However, my investment view is that Albertsons is cheap enough as a standalone company (with stable operations and management), it will not only survive, but likely thrive, if the proposed business marriage is completely scuttled. \"When I crunch the numbers, I am confident ACI is well-equipped to produce strong gains for investors, absent a takeover. So, any resumption and approval of the transaction by regulators would serve as an added catalyst to deliver quick gains, nothing more. In the end, Albertson shareholders may actually be able to enjoy above-average gains either way, the rest of 2024.\" AGCO Corporation: Our Favourite Value Pick For The Agritech Boom        Ticker Rating Analyst   AGCO Buy Stratos Capital Partners   Click to enlarge \"The global agricultural sector is at a technological tipping point. Advances in automation and precision farming are rapidly disrupting traditional production processes and forcing producers to adapt to stay competitive. While small-scale producers who lack financial strength and technological know-how may struggle to keep pace with rapidly evolving technologies, this paradigm shift promises to meaningfully enhance productivity and profitability across the agricultural industry \"Specifically, we believe that leading agricultural machinery and equipment manufacturers such as Deere & Company (DE) and AGCO Corporation (AGCO) are well-positioned to disproportionately benefit from the accelerated adoption of agritech in the next couple of years. In this article, we compare these two companies and discuss why we think AGCO is our preferred pick for investing in the agritech theme.\" What Makes Viking Therapeutics An Attractive Takeover Target Or Big Pharma Partner        Ticker Rating Analyst   VKTX Buy ONeil Trader   Click to enlarge \"Shares of Viking Therapeutics, Inc. (VKTX) have surged in the last 12 months, driven by the success of its obesity candidate, the subcutaneously administered VK2735. VK2735's efficacy, safety, and tolerability data to date look very competitive, even when compared to the so-called triple G agonists such as Eli Lilly and Company's (LLY) retatrutide. And more recently, the company also reported intriguing results of the oral formulation, although these results have not resulted in further share price gains. \"I believe the data VK2735 generated make Viking an attractive takeover target or big pharma partner, as there are several big pharma companies that are significantly behind in the obesity development race and may want to participate, and acquiring or partnering with Viking would give them a jump start of a couple of years.\" The Platinum/Silver Spread Offers Security And Profit Potential        Ticker Rating Analyst    PPLT, PLTM  Strong Buy Jeffrey Fischer, CFA   Click to enlarge \"I've long been a fan of Platinum (PPLT), (PLTM), (XPTUSD:CUR) as an investment. Performance of this metal has been absolutely terrible though, and nobody has made profits on platinum in the past 10 years unless they were opportunistic traders. \"I continue to believe that platinum will have its day and that it's a safe place to park money in a hard asset, especially compared to gold and silver, which have seen more speculative flows. I have a very long-term mindset to my core investment in platinum, but there's a more intermediate opportunity in play... a Platinum/Silver spread trade is especially compelling.\" Harrow: The Bull Thesis Is On Track, But Short-Term Challenges Loom        Ticker Rating Analyst   HROW Strong Buy Michigan Value Investor   Click to enlarge \"Harrow, Inc. (HROW) has built a best-of-breed business in a small niche. Their legacy compounding business, ImprimisRx, has grown rapidly to become the largest ophthalmic compounding pharmacy in the US in only 9 years. Roughly 35% of compounded ophthalmic pharmaceuticals in the US are sold by Imprimis, a market share that dwarfs competitors. \"Harrow's long-term bull thesis is stronger than ever, but there may be a credible short-term bear thesis. The short-term bear thesis is the result of the Change Healthcare cyberattack, which has crippled reimbursement and caused huge financial headaches for healthcare providers. This needs to be weighed against the swath of good news Harrow is experiencing, with every development other than the cyberattack turning out better than expected.\" Texas Pacific Land: I'm So Bullish It Hurts        Ticker Rating Analyst   TPL Strong Buy Leo Nelissen   Click to enlarge \"On February 23, I wrote an article titled \"Landlord To The Permian Boom: Why I Just Went Big Into Texas Pacific Land Stock.\" As the title suggests, I explained why I started buying stock in the Texas Pacific Land Corporation (TPL). In fact, I made it my largest investment, as it now accounts for 12% of my portfolio. That's almost as big as the combined value of my second and third-largest investments. \"Since then, I have highlighted the stock in a number of articles, as I believe it is the perfect stock for the next few decades.  It fits perfectly my long-term oil and gas thesis. It's an ultra-high-margin business with tremendous pricing power. It uses its assets for growth well beyond oil and gas. It has no debt.  \"In this article, I'll update my thesis and explain why I believe the company has so much firepower left. For that, I'll use its just-released earnings, which included a few phenomenal growth plans that could reshape the company as we know it.\" Brandywine Realty Trust: A Diamond In The Rough, +12% Yield        Ticker Rating Analyst   BDN Strong Buy Beyond Saving   Click to enlarge \"The woes of commercial real estate are all over the news, and the sector that is perhaps the most negatively impacted is office. \"Brandywine Realty Trust (BDN) is an office REIT. Office is a sector that has been hit hard by shifts in commercial real estate. The combination of \"work from home\" having companies rethink their office space needs, high-interest rates impacting real estate values, and the ability of some companies to finance office buildings has put a lot of stress on the sector. \"Due to these risks, we have limited our exposure to office space. However, for those who are willing to accept the volatility, there are some \"diamonds in the rough\" that are trading at extraordinarily depressed prices, while paying out likely sustainable and very high yields - one example is BDN.\"  The Other Five Fit For Mention BlackBerry: Not Even A Meme Stock Rally Will Save Investors \"With BlackBerry no longer being identified as one of the most shorted stocks, I believe this meme stock enthusiasm will be short-lived compared to 2021.\"        Ticker Rating Analyst    BB, BB:CA  Sell Dilantha De Silva   Click to enlarge Uniti Group: One Day Of Carnage Results In A Fantastic Opportunity \"Uniti Group's stock plunged 26.4% after announcing lower-than-expected Q1 revenue and a merger with Windstream. The combined company has potential for significant upside, with a fair value estimate of $10.81 per share.\"        Ticker Rating Analyst   UNIT Strong Buy Daniel Jones   Click to enlarge Sibanye Stillwater Stock: A Cyclical Swing Underway \"Despite poor financial results and liquidity concerns, there is a cyclical upward momentum that may lead to a medium-term price rise for Sibanye Stillwater Limited.\"        Ticker Rating Analyst   SBSW Buy Danil Sereda   Click to enlarge FedEx: Cost Cuts Will Benefit Customers Over Investors \"Amid macroeconomic headwinds, I do not believe investors should expect significant EPS growth from FedEx over the coming two years.\"        Ticker Rating Analyst   FDX Sell Harrison Schwartz   Click to enlarge Humacyte: A Strong Opportunity In Wound Healing - A 'Buy' Before Price Gets Too High \"The company's market cap valuation is currently around $765 million - I believe this could rise >$1bn if the company secures a first commercial approval this year, as is likely.\"        Ticker Rating Analyst   HUMA Buy Edmund Ingham   Click to enlarge Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. 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