Librarian Capital's Monthly Top Buys And Price Moves - December 2021
(Preview) Portfolio Strategy
Summary
Payment stocks have continued to fall, despite positive news. We believe PayPal, Visa and Mastercard all offer 20%+ annualized returns.
In Tobacco, Swedish Match stock is pressured by fears of a new tax while Philip Morris has been hit by currency headwinds - making both bargains.
We continue to like Charter and Comcast, the latter offering some diversification from Cable to those investors who want it.
Raytheon stock has corrected on news of the Omicron strain but should be a long-term winner; we expect a mid-teens annualized return.
Hargreaves Lansdown, the #1 platform for U.K. DIY investors, offers a high risk, high reward bet after correcting further since October
Introduction
This is part of a monthly series where we seek to identify the most attractive opportunities in our research coverage each month, by highlighting notable price moves and rating changes. The series also provides a track record of our investment ideas, alongside our monthly fund updates.
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