V - Librarian Capital's Monthly Top Buys And Price Moves - June 2021
- Altice USA and Charter have the highest forecasted returns in our list, and we believe fears about the threat from AT&T are overdone.
- We continue to be bullish on most Tobacco stocks, reassured by recent updates from British American Tobacco and Imperial Brands.
- Mastercard lost 5.6% in May and moved into the top-10; recent volume data shows earnings at card networks are near a turning point.
- We downgraded two stocks to Neutral - Root Inc., where our technical call was wrong (twice), and L'Oréal, after it gained 43% in 15 months.
- Intuit gained 6.5% while Ansys lost 7.6% in May, a contrast in software stocks, but we continue to be bullish on Intuit while Neutral on Ansys.
For further details see:
Librarian Capital's Monthly Top Buys And Price Moves - June 2021