BRI: U.S. Insights – Gathering What Another Man Spills: Favored by Jefferies, Not by the Street

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U.S. Insights – Gathering What Another Man Spills: Favored by Jefferies, Not by the Street

Jefferies U.S. Research highlighted 13 stocks that the Street generally does not like, based on average Street rating, trajectory of rating and short interest, but which Jefferies favors. The Street’s more negative views on these stocks are often based on end-of-cycle concerns, fears of tech disruption, or both, and better economic data could lead investors back to some of these stock ideas. Notably, since 2011, when quintiling stocks by average Street rating, the second-to-lowest rated quintile of stocks has performed best, likely because these stocks are less crowded and more can go right. The 13 stocks highlighted in the piece include: BWA, COMM, CPRI, DGX, F, FCX, GPS, IVZ, KR, PCAR, RRC, TSLA and WYND. FULL REPORT

Jefferies U.S. Equity Research