New Strong Buy Stocks for October 6th

Impact · against what's priced in

The earnings revisions are largely non-catalytic for the major names as they align with existing growth assumptions or target medians. Calumet is the only meaningful positive outlier due to a lack of prior valuation constraints in the current model.

CVX+0.00

Already priced in

The price assumes

Hess integration synergies and production volume growth

Earnings revisions of 11.1% are consistent with the market's current pricing of the Hess acquisition synergies and the 4.07M boe/d production target.