A 10% drawdown in Wall Street’s iconic stock index means that bargains abound for patient investors.

Both names have pulled back, even though neither has anything to do with the Middle East.

A surge in revenue, increased hedge-fund holdings, and recent acquisitions/partnerships are catalysts that could send shares higher.

Our target potential upside is 8%-15% in the next 3-6 months.

With strong cash flow generation, improving capital discipline, and ongoing portfolio simplification, it looks ‘extremely undervalued’ today.

These names look poised to make a move in the coming days: Molson Coors, Kodiak Sciences, Expand Energy and more.

For most companies, $115 oil is a cost problem. For this one, it is a windfall.

One is one of the world’s strongest businesses; the other is a name most investors have never heard of.

It not only protects your portfolio as the market wobbles, but it gives your income stream a boost, too.

Both names have long histories of strong dividend hikes, have manageable payouts, and the timeless appeal of steady distributions.