Oct. 1 at 2:16 PM
$CRWS: Cash-generative baby products company with a clean balance sheet, steady dividends, and room for margin lift as inventory and retail channels normalize.
$LFT: Mortgage REIT trading below book with a double-digit yield and leverage to improving credit spreads as rates stabilize.
$NXDT: Deep discount to NAV across a diversified real-estate portfolio, with asset sales and simplification providing clear catalysts for closing the gap.
$USIO: Low-float fintech growing processing volumes and expanding margins; even modest contract wins or profitability can drive a sharp re-rating.
$AFCG: High-yield specialty lender to cannabis operators trading under book, with credit recoveries and federal reform optionality offering upside.
