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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