Rare Stock Picks In December 2024 – From 30 Discerning Analysts

In 2024, the S&P 500 had another 20%+ return. Are there still compelling investment ideas out there that may have flown under your radar?

Below is a list of December 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

OraSure Technologies (OSUR) – Longtime analyst AmericanStockPickers says it is trading below net current asset value, offering a compelling risk-reward with limited downside and post-COVID margins are expected to improve, driving positive cash flow and substantial upside. – OraSure Technologies: Discounted Assets With An Attractive Free Call Option

Talkspace (TALK) – Longtime analyst DOCSHAH FINANCIAL says the decision to make insurers the primary customers is game-changing, and as a result, the company is at an inflection point, having achieved profitability by restructuring costs and increasing revenue. – Talkspace: A Growth Story

Avantor (AVTR) – Long-term investor Ethan Coyle says the potential industry inflection point creates an optimal entry point with multiple expansion, the robust business model yields stable cash flows, its leadership in the biopharma industry and shifting revenue mix can produce considerable margin expansion, and significant FCF generation can improve the capital structure and return value to shareholders. – Avantor: Durable FCF Generator Trading For Cheap

ICON (ICLR) – Longtime analyst Stanislas Capital says the recent share price weakness is due to temporary headwinds that has led to attractive valuations, while long-term prospects remain strong and structural growth drivers are still intact. – ICON: A High Probability Of Success In The Uncertain R&D Process

Financials

Claros Mortgage Trust (CMTG) – Longtime analyst Cuar na baile Investments says the stock is trading near all-time lows and with a P/B of only 0.29, substantially less than peers, while insiders continue to purchase shares. –