Table of Contents
Key Buy-Rated Stocks Ranked By Forecasted Returns
Technology: Digital Ad Platforms At <20x P/E
U.S. Communications: Strong Rebound, Still Cheap
Payments: (Mid-Teens+) Growth At Reasonable Price
Software: Resilient Multi-Year Compounders On Sale
Beauty: Cheap If Growth in China Continues
Tobacco: Is Philip Morris Now Too Expensive?
Key Buy-Rated Stocks Ranked By Forecasted Returns
In this monthly newsletter, we try to identify the most attractive opportunities in our research coverage by reviewing key news and price moves by sector. As this edition is the first one we have published exclusively on Substack, we have included a recap of each investment case for many of the stocks highlighted.
The forecasted annualized returns of key companies in our coverage, along with their current and assumed exit P/E multiples, are below:
Illustrative Annualized Returns vs. Current & Exit P/E Multiples
The forecasted annualiz…