Librarian Capital's Research Library

Librarian Capital's Research Library

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Librarian Capital's Research Library
Librarian Capital's Research Library
Librarian Capital's Monthly Top Buys And Price Moves - August 2021 (Preview)

Librarian Capital's Monthly Top Buys And Price Moves - August 2021 (Preview)

Portfolio Strategy

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Librarian Capital
Aug 18, 2021
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Librarian Capital's Research Library
Librarian Capital's Research Library
Librarian Capital's Monthly Top Buys And Price Moves - August 2021 (Preview)
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Summary

  • Altice USA shares are expected to double by 2024, after falling 15%+ since results, due to a 10% FCF Yield and aggressive buybacks.

  • Hargreaves Lansdown fell 11% after investors over-reacted to long-foreseen FY22 guidance; we expect a high-teens annualized return.

  • British American Tobacco still offers a high-teens annualized return in our view, with an 8% Dividend Yield and an undemanding 8x P/E.

  • Mastercard and Visa offer mid-teens forecasted annualized returns, after stagnating since June, with their post-COVID potential overlooked.

  • Intuit gained 9.4% since June and is now up 99% since initiation, joining 3 other stocks that have approx. doubled while Buy-rated since 2019.

Introduction

This is part of a monthly series where we highlight notable share price moves and rating changes in our research coverage. The goal is to identify the most attractive opportunities each month and to provide a track record of our research. Similar content previously formed part of our monthly fund updat…

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