Summary

• Blue Owl Capital Inc. and Conagra Brands, Inc. offer 10% yields amid poor sentiment, with turnaround potential if management executes successfully.
• OWL trades at 10.4x earnings, well below its 24.4x average, and boasts 100% fee-related earnings backed by $223B in permanent capital.
• CAG faces margin pressure from consumer trade-downs but trades at 8x earnings, with analysts expecting EPS stabilization and possible growth by FY2028.
• Both stocks are high-risk, high-reward plays in currently unloved sectors, with outsized upside if cyclical growth broadens and execution improves.
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Introduction

This is a tricky market. I have mentioned this in almost every one of my public articles in recent weeks. I’m getting almost sick of it, yet it’s still true, as the Iran War is still creating elevated

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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