The Oppenheimer Asset Management team expressed three fundamental Buy calls on Thursday, with bullish commentary on Walmart (NYSE:WMT), Vertiv (NYSE:VRT), and Modine Manufacturing (NYSE:MOD).

Below is a summary of the investment institution's insights on each of the three stocks, including their year-to-date performance, as well as the three exchange-traded funds with the largest allocations to each respective stock:

Walmart (WMT)

• “Food & Staples Retailing remains our top industry idea for exposure to the Consumer Staples sector, including COST and WMT. For WMT, we see $82 as trading support (50-day average) and little identifiable resistance.”
• ETFs with the largest allocations towards WMT: (FSTA), (VDC), and (XLP).
• Year-to-date performance: +68.5%.

Vertiv (VRT)

• “VRT recently broke above its May peak which we view as a resumption of the stock’s uptrend. We’re also bullish on the stock’s high-momentum score and portfolio tailwinds from a relatively strong large-cap growth style. The May peak at $109 is now support and, by our analysis, the breakout measures towards $155.”
• ETFs with the largest allocations towards VRT: (OCFS), (NETZ), and (WBIL).
• Year-to-date performance: +200.1%.

Modine Manufacturing (MOD)

• “MOD remains supported by its bullish trend and high-momentum score. We see $105 as key support (200-day average) and expect a new high above $142 resistance (Oct. peak) over the coming weeks.”
• ETFs with the largest allocations towards MOD: (PEZ), (TSME), and (DWAS).
• Year-to-date performance: +135.4%.