$OWL - Blue Owl Capital (asset manager) is growing rapidly with 20%+ revenue growth, trading at only 10x distributable earnings with a 10% dividend yield despite temporary redemption concerns.
$OBDC - Blue Owl's publicly traded BDC is trading at a 25% discount to net asset value with a 13% dividend yield, offering significant margin of safety.
$AGO - Assured Guaranty is trading at 45% of adjusted book value and 66% of book value, with management buying back 12-13% of shares annually at these discounts.
$DVN - Devon Energy has strong management focused on intrinsic value per share with smart capital allocation and acquisition strategy.
$EPD - Enterprise Products Partners offers utility-like returns with 6-8% dividend yield plus growth potential for low double-digit returns with less market risk.
$ALLY - Ally Financial around $35 is attractive despite concerns about auto loans and higher oil prices impacting consumers.