The volatility mentioned in last month’s article continued in February. While the S&P ended the month about where it started, in between there was a sharp rally and decline. With this volatility, are there any compelling investment ideas out there that may have flown under your radar?
Below is a list of February 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
RenovoRx (RNXT) – Longtime analyst Stephen Read says the market cap is a fraction of the intrinsic value and positive clinical data, physician demand, and a new reimbursement code accelerated RenovoCath sales by an estimated 2 years. – RenovoRx: From Clinical Promise To Commercial Reality And Trading At A Significant Discount (Editor’s note: Shares have fallen since the article was published)
FONAR (FONR) – Longtime analyst Kevin Mackie says it reliably generates healthy cash flow (which has put a floor under the stock) and in a reasonable future scenario they are intrinsically worth at least $20 share, with a catalyst from healthcare centers replacing old equipment. – Channel Trading FONAR Corporation
Financials
Paysign (PAYS) – Growth investor Taylor Irwin says the sell-off is a buying opportunity given its strong fundamentals while the strong balance sheet and high insider ownership bolster its long-term growth prospects and investor confidence. – Paysign: Shifting Revenue Mix, Falling Stock, Compelling Opportunity
FB Bancorp (FBLA) – Longtime analyst Hemlock Partners says despite a strong capital position and attractive credit metrics, it trades at just 65% of tangible book value, and the robust balance sheet can drive several potential catalysts, including share repurchases and the initiation of a dividend. – Bank Buzz: FB Bancorp Offers Plenty Of Catalysts & A Bargain Valuation
Claros Mortgage Trust (
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