REMYF - Librarian Capital's Monthly Top Buys And Price Moves - September 2021
- Mastercard and Visa shares lost 10.1% and 6.9% respectively in August, due to new COVID fears, and now rank #4 and #7 in our buy list.
- Unilever has a 16% annualized return in our Upside Case, another temporary COVID casualty, but offers a resilient 3.7% Dividend Yield.
- Raytheon's mix of aerospace and defense offer a good way to bet on an eventual travel rebound, and shares have been weak since July.
- PayPal shares have only partially recovered from the Q2 surprise in eBay volumes, offering an attractive entry point for this long-term winner.
- Henkel's story is similar to Unilever's, with weaker consumer businesses but a strong industrial adhesive segment; its Dividend Yield is 2.2%.
For further details see:
Librarian Capital's Monthly Top Buys And Price Moves - September 2021