If you're making changes to your portfolio in September, look no further than Citigroup (C) , Intel (INTC) and Total (TOT) . That's the assessment from Andy Kapyrin, director of research at RegentAtlantic.

Kayprin said Citigroup is very inexpensive relative to its peers based on price-to-earnings and price-to-book ratios. Plus, emerging-market economies are rebounding -- good news for Citigroup, which derives 40% of its revenue from emerging nations.

As for Intel, Kapyrin said it's cheap. "It won't necessarily grow, but it also won't become [troubled] Kodak (KODK) ," the expert said, although he acknowledged INTC faces the competition from Nvidia (NVDA) and Advanced Micro Devices (AMD) .

As for French oil company Total, Kapyrin said the company can post a profit even with low oil prices. "They have a cost structure that's much lower than smaller, more marginal peers," he said. 

Watch More From TheStreet:

 

If you liked this article you might like

Bank Stocks Move Higher Ahead of Federal Reserve Meeting

All Eyes on the Godfather of Central Banking as Fed Has Huge Meeting This Week

The Stock Market Stinks and the Stench Is Going to Get Much Worse Soon

Financials Trade Close to Flat as Investors Await Clarity From the Fed

Don't Get Shaken Out of Good Stocks: Cramer's 'Mad Money' Recap (Wed 9/13/17)