I work in L/S Fixed income, where I work as a PM in relative value, and therefore follow a value-based approach to investing across all asset classes (simply because I understand the concept). however, I do not have the time to research individual equities by myself and don't have a lot of trust in advisory - what are people's thoughts of PYPL, UNH, and STZ? For my U.S. portfolio, I'm long index, have softened beta to \~0.80 through commodities and allocation to FI & a hedge fund, but I want to add a few individual issuers this year.
TIA.