SWMAY - Librarian Capital's Monthly Top Buys And Price Moves - April 2022
- Charter is our #1 ranked stock, and we will see how it competes against Fixed Wireless in 2022. We also like Verizon after its investor day.
- PayPal, Mastercard and Visa are all in our top 10 by forecasted returns, and we believe they deserve to be at their current P/E or higher.
- Meta Platforms has rebounded 5% since February, with some anecdotal good news; it and Alphabet offer strong double-digit returns.
- Estée Lauder shares are down 28% this year and on a 36x P/E, likely due to short-term fears about COVID lockdowns in China.
- Upside in Tobacco is lower after strong performance. Philip Morris is hit by events in Ukraine. Swedish Match offers the highest return.
For further details see:
Librarian Capital's Monthly Top Buys And Price Moves - April 2022