(New York)
Value stocks have been in the doldrums forever. Growth stocks have been outcompeting for many years. One way to get some good performance is to stay away from value stocks as a whole, and instead focus on individual names. Here are some stocks that look cheap and have positive catalysts in the cards (from Bernstein Research): Hewlett Packard, Apple, Tyson Foods, UnitedHealth Group, Cigna, Anthem, Nielsen Holdings, Delta Airlines, and United Airlines.
FINSUM: Apple as a value stock seems rather questionable but we get the “mispriced because of how great its earnings are” logic. The airlines seem an interesting bet to us.