$AVDV - International small cap value ETF showing strong performance, up over 30% this year as part of an actively managed portfolio strategy
$BF.B - Brown Forman appearing in quality-at-cheap-prices screen for January rebalancing, with concerns about younger generation drinking habits seen as overblown relative to COVID normalization effects
$DEO - Diageo's stock decline viewed as narrative-driven rather than fundamental, with long-term concerns about changing drinking habits acknowledged but not seen as significantly impacting current fundamentals
$AZO - AutoZone identified as a wonderful company that may appear in quality screening process following recent decline
$OIL-GAS - Oil and gas sector appears extremely undervalued despite continued fundamental demand, with valuations suggesting assets are being given away for free