3 Stocks That Just Caught My Attention
Submitted by QTR's Fringe Finance
Earlier this year, I released a list of 25 stocks I was watching for 2025. To say they’re doing well would be an understatement — they’re currently outperforming the S&P by more than 39% on an equal-weighted basis. Every single one of them is in the green. That's a first for me, and while it might not last, I'm not complaining.
Midway through the year, I’ve got a few more names I find interesting. These aren’t official additions to my core list, but they’re ideas I’m actively watching — and in some cases, adding to.
1. A Logistics Giant with Deep Moats
This company operates in a virtual duopoly and has been around for over a century. It’s a household name in shipping and logistics, with entrenched brand power, essential infrastructure, and dependable cash flow.
Valuation-wise, it's looking like a textbook value play — low price-to-earnings, high dividend yield. The market seems to be punishing it due to macro concerns and fears over recent labor negotiations. But the big overhang (a structural cost increase) is now largely known and baked in.
Management isn’t just sitting on their hands — they’re slashing costs, trimming the workforce, and leaning into automation and AI to boost margins. This name is priced like it's broken, but that doesn't match the fundamentals. To me, it's mispriced pessimism.
2. A U.S. Tech Name With a Comeback Blueprint
This one’s been a long-term source of frustration, but I’ve kept it on my radar. Now, with new leadership at the helm, there’s a credible path forward.
The company is aggressively trying to reestablish itself as a powerhouse in manufacturing and AI. It’s focused on building out its own domestic chipmaking capabilities — a theme that could see a major boost depending on which way the political winds blow.
Its latest moves include restructuring the management hierarchy, reducing CapEx, trimming headcount, and pivoting toward higher-margin, forward-looking verticals like AI infrastructure and robotics. If execution improves, this could mark the beginning of a slow and steady turnaround.
3. A Healthcare Name Left for Dead
This health platform was a pandemic darling that got obliterated post-2021, but one division inside the company — a mental health service — has real potential.
Right now, this division operates as a direct-to-consumer business, but the recent acquisition of a company that specializes in integrating mental health services into insurance networks could be a game changer. If they can transition to being an in-network benefit, the addressable market grows exponentially.
The numbers are wild: millions of users begin the sign-up process, but the majority abandon it due to cost. If even a small percentage come back because of insurance coverage, that could mean tens of millions in new revenue — without needing to spend more on advertising.
This is a name that trades like a broken tech story, but its footprint, brand equity, and new direction suggest a possible private equity-style setup: cheap valuation, clear levers to pull, and a scalable model if things click.
Bonus Idea: Housing & Lending Sleeper
This company has already had a nice bounce off recent lows, but I still like it — and I might add more if we see a dip.
It’s the top mortgage originator in the country and is sitting on a goldmine of potential refinancing and home equity loan demand if interest rates start to ease. Beyond mortgages, it’s evolving into a full-stack real estate tech platform — integrating buying, selling, and financing into a seamless digital experience.
Retention is sky-high, and the company is making smart acquisitions to expand its reach. With the housing market potentially thawing and rates likely to trend downward at some point, this name is a levered bet on the next leg of the real estate cycle.
...(READ THIS FULL COLUMN AND GET ALL 4 NAMES HERE).
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