As unbelievable as it sounds, 2021 is in the last 90 days of the year. Halloween and the other holidays are just around the corner, and many Wall Street investors and traders are a little worried about what could be a volatile quarter, especially after September, which has been the worst month for stocks since 2020. While interest rates are expected to stay near generational lows, the start of the $ 120 billion-per-month quantitative easing decline is expected to begin in November.

In a new research report, BofA Securities is among the first companies to present their best ideas for the fourth quarter of 2021. They have eight stocks to buy and two that are expected to underperform. At first glance, long ideas look like exceptional stock picks for growth investors. However, it is important to remember that no analyst report should be used as the sole basis for any buy or sell decision.

APA

This company was long considered an industry leader when it was known as Apache, and the stock offers perhaps one of the best entry points in the industry. APA Corp. (NYSE: APA) explores and produces oil and gas properties. It operates in the United States, Egypt and the United Kingdom, as well as exploration activities off Suriname. It also operates collection, processing and transmission assets in West Texas, and owns four pipelines from the Permian to the Gulf Coast.

The company is one of the largest exploration and production (E&P) companies in the United States with 2.3 billion barrels of oil equivalent of proven reserves (63% liquids). He is an explorer, acquirer and exploiter, a fiscally conservative company that has increased its reserves and production steadily through acquisitions and organic projects.

Shareholders receive a dividend of 1.13%. BofA Securities’ price target for APA stock is $ 40, well above the consensus target of $ 27.63. Monday’s last trade was $ 22.06 per share.

CNH Industrial

It’s a great game about farming in a world with a growing need for food and building. CNH Industrial NV (NYSE: CNHI) is the second largest agricultural equipment company in the world, with a primary listing in the United States and a secondary listing in Milan. It is also a major producer of construction equipment, trucks and utility vehicles, and powertrains.

The company designs, produces, markets, sells and finances agricultural and construction equipment, trucks, utility vehicles and buses around the world. It also offers specialized vehicles for fire fighting, defense and other uses, as well as engines, transmissions and axles for its vehicles.

The dividend yield is 0.80%. BofA Securities has a price target of $ 25, while the consensus target for CNH Industrial stock is $ 18.02. The shares closed at $ 16.76 on Monday.

Bancorp East West

The shares of this off-radar bank have been on fire and the stock is listed on the BofA Securities US 1 list. East West Bancorp Inc. (NASDAQ: EWBC) is a $ 50 billion asset bank. Its wholly owned subsidiary, East West Bank, focuses exclusively on the United States and Greater China markets and operates more than 120 locations worldwide, including California, New York, Georgia, Massachusetts, Texas and Washington. In Greater China, East West’s presence includes full-service branches in Hong Kong and Shanghai, and representative offices in Beijing, Shenzhen, and Taipei.

East West Bancorp equity investors receive a dividend of 1.70%. The $ 100 price target for BofA stocks compares to the consensus figure of $ 91.09 and Monday’s close at $ 78.89.