ConocoPhillips(US:COP) The Motley Foolยท2024-09-22 10:30Group 1: Oil Companies - Occidental Petroleum and ConocoPhillips have seen significant stock sell-offs due to West Texas Intermediate crude oil prices dropping below $70 per barrel [2][5] - Occidental Petroleum has a breakeven level below $50 per barrel, while ConocoPhillips aims to be free cash flow positive at $35 per barrel [5] - Both companies have made substantial acquisitions recently, with Occidental completing a $12 billion acquisition of CrownRock and ConocoPhillips planning to acquire Marathon Oil for $22.5 billion [5] Group 2: United Parcel Service (UPS) - UPS's stock has declined approximately 45% from its all-time high, with revenue falling and operating margins at a 10-year low due to high costs and overextended routes [6][9] - Despite challenges, UPS is returning to volume growth in U.S. package deliveries and maintains a 4.9% dividend yield, which is considered a compelling turnaround opportunity [9] Group 3: Toyota Motor - Toyota has experienced a significant sell-off despite achieving all-time highs earlier in 2024, with declining car sales in Japan and China impacting results [10][11] - The company is focusing on hybrid vehicles and new low-carbon engine designs while paying a growing dividend, making it an attractive investment opportunity [11] Group 4: Estee Lauder - Estee Lauder's stock has fallen to an eight-year low, primarily due to challenges in consumer discretionary spending and reliance on in-person shopping [12] - The company possesses a strong portfolio of timeless brands and could be a turnaround candidate if it improves its marketing strategy and cost management [12] Group 5: General Insights - All five companies discussed are currently undervalued but have the potential for recovery, making them suitable for patient investors [13][14] - Key factors for turnaround companies include maintaining profitability, navigating macroeconomic challenges, and revamping sales strategies [14]