3 stocks (UPS, Hexcel, Allegion) faced challenges in 1H 2024 but are expected to recover and outperform in 2H.

3 stocks - UPS, Hexcel, Allegion - down in 2024 but poised for recovery in 2H. UPS faced labor challenges, slower economic growth, and customer delivery diversions, but management expects improvement in 2H. Hexcel and Allegion are also positioned to outperform the market, with compelling evidence supporting their potential upside. Value investors may consider these stocks for significant upside in 2H 2024.

June 29, 2024
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