If you're making changes to your portfolio in September, look no further than Citigroup (C) , Intel (INTC) and Total (TOT) . That's the assessment from Andy Kapyrin, director of research at RegentAtlantic.
Kayprin said Citigroup is very inexpensive relative to its peers based on price-to-earnings and price-to-book ratios. Plus, emerging-market economies are rebounding -- good news for Citigroup, which derives 40% of its revenue from emerging nations.
As for Intel, Kapyrin said it's cheap. "It won't necessarily grow, but it also won't become [troubled] Kodak (KODK) ," the expert said, although he acknowledged INTC faces the competition from Nvidia (NVDA) and Advanced Micro Devices (AMD) .
As for French oil company Total, Kapyrin said the company can post a profit even with low oil prices. "They have a cost structure that's much lower than smaller, more marginal peers," he said.
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