Market noise is everywhere. Financial headlines focus on the same handful of stocks while important opportunities – the kind that can meaningfully impact your portfolio – often fly under the radar.
That’s exactly why we publish this watchlist each week.
While most investors get distracted by mainstream stories, we’re digging through earnings reports, analyzing technical setups, and monitoring where institutional money is flowing to identify companies at potential turning points. Our focus isn’t on what’s already priced in, but rather on what the market hasn’t fully recognized yet.
Each week, we spotlight three stocks that deserve your attention. We look for opportunities where timing, valuation, and potential catalysts align to create favorable entry points.
Here’s what we’re watching this week:
RB Global (RBA)
RB Global presents an attractive opportunity following a pullback that has improved the risk-reward profile for the automotive and industrial equipment auction company heading into what analysts characterize as its “first clean year” in 2026. Trading up almost 10% year-to-date ahead of early November earnings, the company is well positioned to deliver solid double-digit compounding returns.
Analyst Michael Feniger noted that “after RBA share price pull back, we believe risk-reward is turning more favorable” as the company progresses toward normalized operating conditions.
The fundamental appeal centers on RB Global’s high-quality business characteristics:
- Strong market share
- Robust free cash flow generation
- Favorable long-term growth drivers
- Auction platform connecting buyers and sellers of automotive and industrial equipment
- Benefits from network effects and marketplace dynamics that create defensible competitive positioning
The company’s ability to generate strong free cash flow provides financial flexibility for both growth investments and potential shareholder returns while validating the sustainability of the business model.
The timing appears particularly attractive as 2026 shapes up to be a “clean year” without unusual factors distorting underlying business performance. This normalized operating environment should provide clearer visibility into RB Global’s long-term earnings power and growth trajectory, potentially driving valuation re-rating as the market gains confidence in sustainable double-digit compounding potential.
For value investors seeking quality businesses following temporary pullbacks, RB Global’s combination of strong market positioning, free cash flow generation, and improving near-term setup ahead of earnings creates a compelling opportunity to establish positions before the company demonstrates its clean-year performance in 2026.
Bank of America (BAC)
Bank of America represents a compelling technical setup as the money center bank breaks out to 52-week highs following multiple consolidation patterns that suggest the beginning of a new impulse move higher. The stock has displayed a constructive technical profile through recent months despite broader financial sector underperformance versus the S&P 500 off the April 2025 low.
A classic bull flag pattern formed in July and August with lower highs and lower lows before the mid-August breakout above the 50-day moving average and trendline resistance confirmed a new uptrend phase.
The technical analysis reveals multiple confirmation signals supporting continued upside potential:
- After reaching a peak around $53 in September, BAC experienced sideways consolidation
- Support at the 50-day moving average and September swing lows
- Mid-October gap higher to retest previous resistance
- This week’s breakout to new 52-week highs represents latest chapter in multi-year bullish run off October 2023 low
- March-April 2025 selloff fully recovered as stock continued to new highs
The weekly chart shows strong uptrend momentum with no danger signs from a trend-following perspective, supporting an “innocent until proven guilty” technical stance.
Volume analysis provides additional validation for the recent breakout through the Chaikin Money Flow indicator:
- During July-August pullback, CMF turned negative confirming distribution phase
- Stronger volume on down days indicated institutional position unwinding
- Following mid-August breakout, CMF turned positive signaling new accumulation phase
- Indicator has been trending higher
- Continued movement above crucial zero level would signal renewed bullish sentiment
For technically-oriented investors seeking exposure to financial sector recovery, Bank of America’s combination of multiple bullish consolidation patterns, breakout to new highs, and improving volume characteristics creates a compelling risk-reward setup with momentum favoring further upside.
Rexford Industrial Realty (REXR)
Rexford Industrial Realty presents a compelling high-yield opportunity as the Southern California-focused industrial REIT leverages its advantaged market position to drive exceptional rental growth and dividend expansion. Trading around $41 per share with a $9.6 billion market cap, the company offers a 4.1% dividend yield that sits above both the S&P 500’s 1.2% and the 3.9% REIT average while trending toward the high end of its historical range.
The REIT owns 421 industrial properties including warehouses in a region where vacancy rates run approximately 4.8% compared to 6.6% for other major U.S. industrial markets.
The investment thesis centers on Rexford’s positioning in Southern California:
- Key gateway between Asia and the United States
- Structural supply constraints and strong demand characteristics
- Industrial vacancy rates in the region trend in tight band of around 420 basis points compared to 880 basis points for other markets
- Volatility that’s less than half as severe
- Limited supply and ongoing conversion of industrial properties to alternative uses like housing create additional scarcity value
Rexford’s access to capital markets as a public REIT provides advantages over smaller private competitors when pursuing property acquisitions.
The operational performance validates the strategic positioning through exceptional rental rate increases:
- Q3 2025: signed 69 new leases with effective rent increases of 25.6% over previous leases
- 54 renewal leases averaged 26.5% increases
- Rental gains drove 9% year-over-year growth in core funds from operations
- Occupancy reached 96.8%, up 60 basis points from prior quarter
The dividend is well-supported by an investment-grade balance sheet with a comfortable 72% FFO payout ratio, while the 12-year track record of annual increases includes 200% dividend growth over the past decade.
Current concerns about tariffs and global trade disputes appear to create a temporary opportunity, as results show no material impact while the United States remains one of the world’s most desirable consumer markets.