- 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.
For further details see:
Librarian Capital's Monthly Top Buys And Price Moves - December 2021