2 Deeply Undervalued Stocks to Rent Now, Not Own Forever
- Video return
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Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $83.58 02 Sep 2026Current $80.76 09 Sep 2026Result −$2.82vs. index −3.0% SPY −0.4% over the same days
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… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
AI-extracted context On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entry $147.68 02 Sep 2026Current $139.37 09 Sep 2026Result −$8.31vs. index −5.3% SPY −0.4% over the same days
Cite this call Watch source video * †
Surrounding source transcript
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
AI-extracted context On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entry $14.14 02 Sep 2026Current $13.45 09 Sep 2026Result −$0.69vs. index −4.5% SPY −0.4% over the same days
Cite this call Watch source video * †
Surrounding source transcript
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
AI-extracted context On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entry $27.06 02 Sep 2026Current $25.86 09 Sep 2026Result −$1.20vs. index −4.1% SPY −0.4% over the same days
Cite this call Watch source video * †
Surrounding source transcript
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
AI-extracted context On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entry $46.66 02 Sep 2026Current $44.53 08 Sep 2026Result −$2.13vs. index −4.2% SPY −0.4% over the same days
Cite this call Watch source video * †
Surrounding source transcript
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
AI-extracted context On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entry $25.78 02 Sep 2026Current $26.22 09 Sep 2026Result +$0.44vs. index +2.1% SPY −0.4% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ng at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity business that's coming down from an unusually strong period. Fertilizer prices have fallen sharply, pressuring revenue, earnings, and margins. Mosa…
Our first deeply undervalued stock to rent is Mosaic.
AI-extracted context Our first deeply undervalued stock to rent is Mosaic. ... We assign Mosaic stock a $35 fair value estimate.
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Entry $30.33 02 Sep 2026Current $28.77 09 Sep 2026Result −$1.56vs. index −4.8% SPY −0.4% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…uarter and lead to continued improvement in profits through the rest of 2026 and into 2027. In potash, we forecast that global demand growth in 2026 will keep the market largely in balance. We assign Mosaic stock a $35 fair value estimate. Our second cheap stock to rent is Winnebago. The company manufactures motor homes along with towables, customized specialty vehicles, boats, and parts. RV demand soared during the pandemic, pulling forward future demand. The company has spent the past few years trying to right-size p…
Our second cheap stock to rent is Winnebago.
AI-extracted context Our second cheap stock to rent is Winnebago. ... We think Winnebago stock is worth $73 per share and it trades well below that fair value.
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