Yeah Baby! Jefferies Picks Stocks Hotter Than My Mojo!

Is This My Mojo Or Are You Just Happy to See Me?

Groovy baby! Austin Powers here ready to dissect some seriously shagadelic stock tips! Jefferies those brainy cats on Wall Street have been sniffing around the market and reckon some names are absolutely positively winners! And who am I to disagree? After all I know a thing or two about winning baby. These stocks aren't just sitting pretty; they're beating earnings left and right and handing out guidance like I hand out… well you know. Oh behave! They're also hot for domestic action which is just the ticket baby!

Domestic Bliss: It's the Only Way to Travel Baby!

Now I know what you're thinking: international stocks are strutting their stuff like they own Carnaby Street. But hold your horses baby! Jefferies points out that our very own domestically oriented stocks are cheap as chips on an absolute basis and relative to those fancy foreign fellas. It's like comparing a Mini Cooper to a Jaguar – both have their charm but sometimes you just need that reliable homegrown goodness. As Steven DeSanctis from Jefferies said "Looking across several macro variables and relative performance of Domestic vs. Foreign performance favors being domestically oriented." Can I get an 'Amen!'? Yeah baby!

Oil Prices and Weak Dollars: Groovy Baby Very Groovy!

If oil prices take a nosedive faster than Dr. Evil's evil schemes and the dollar gets a bit wobbly it's good news for our domestic darlings. Think of it like this: cheaper fuel and a weaker dollar make our homegrown companies even more competitive. Jefferies even thinks the greenback might be in for a bit of a rough patch. And that my friends is the perfect excuse to load up on these fab investments! Shagadelic!

Lamb Weston: More Than Just Frozen Spuds Baby!

First up we've got Lamb Weston the kings of frozen potato products! With a potential upside of 41% and a dividend yield of 2.78% this is a stock that's hotter than a deep fryer baby! They've been knocking earnings out of the park and even got an activist investor involved – sounds like my kind of party! Apparently they're exploring value creation and cost savings which could make them attractive to potential suitors. Talk about a spud tacular investment! Yeah!

Virtu Financial: High Frequency Trading Low Frequency Boredom!

Next let's talk Virtu Financial. Now this company is up more than 15% so far this year. Jefferies' price target suggests about 14% more upside. With a 2.33% dividend yield this is a swingin' deal baby! Elevated volatility and increased retail participation have been driving their success. It's like a disco on Wall Street and everyone's invited! Analyst Daniel Fannon even mentioned that the diversity of asset class contribution is notable with metals being highlighted for the first time in recent history. Sounds like a solid investment baby! Shagadelic!

STAG Industrial: Real Estate That Rocks!

Last but not least we've got STAG Industrial a real estate investment trust focusing on industrial properties. These guys are dishing out a 4.21% dividend yield and are up nearly 5% this year! With a potential upside of 29% STAG is definitely in the groovy zone. The company's core funds from operations came in strong and cash leashing spreads jumped 27.3%! Analyst Jonathan Petersen pointed out that they expect these leasing spreads to continue trending positively driven by demand related to onshoring of manufacturing and supply chain reconfiguration. Onshoring? Manufacturing? Now that sounds like a solid plan baby! Yeah!