Contrarian Investor Sam Peters Sees Opportunities in Volatile Markets by Targeting Quality Stocks Trading at Discounts

Leading value investor Sam Peters looks for stocks trading at deep discounts, about 30% below what he believes is their inherent value. This contrarian approach can lead to big rewards if his thesis is correct.
Finding undervalued stocks requires art and science - having an investment thesis supported by data on growth, margins, etc. Peters builds a unique portfolio with diversification.
Peters stays flexible - he tilts his portfolio defensive or cyclical based on the economic environment. This adaptability helps him avoid overconfidence.
With volatility ahead, Peters sees opportunities in healthcare, insurance, and energy stocks trading at discounts despite quality traits.
Top ideas include JNJ, UNH, AIG, Noble, and EQT - companies with upside potential that are generating cash and rewarding shareholders.

businessinsider.com

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Posted 9/16/2023, 10:00:00 AM