PYPL - Librarian Capital's Monthly Top Buys And Price Moves - March 2022

• PayPal offers a 30%+ forecasted annualized return, while Visa and Mastercard are also attractive, having been flattish year-to-date.
• Charter's Q4 2021 results demonstrated the earnings algorithm in U.S. Cable is still intact, and we expect an annualised return of 32%.
• Meta stock is down 37% year-to-date, more than pricing in low forecasts; Alphabet is down 7%, despite multiple growth engines.
• Tobacco stocks have been resilient as expected, except Swedish Match, which has been weak despite key U.S. market share gains in Q4.
• Zoetis has been upgraded to Buy after its shares fell 22% from their peak. Structural growth in its pet business should drive a 12% EPS CAGR.

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