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

Jan. 04, 2022 3:14 AM ETATUS, BTI, CHTR, CMCSA, MA, OTIS, PYPL, RTX, SWMAF, SWMAY, V, ZTS17 Comments
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Librarian Capital


  • Tobacco stocks remain strong buys after the defeat of the U.S. "nicotine tax" proposal and a reassuring update from British American Tobacco.
  • In Payment, Mastercard and Visa each rebounded by more than 10%; U.S. holiday retail sales were strong and credit cards kept growing.
  • U.S. Cable stocks fell after outlooks were cut again in early December, but recovered by month-end. We like Charter and Comcast.
  • Industrial stocks like Kone, Otis, and Raytheon offer solid returns with little technology and regulatory risk. Fears on Omicron are receding.
  • Zoetis shares gained another 10% in December, which we believe further limits future investor returns.

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In this monthly newsletter, we try to identify the most attractive opportunities in our research coverage by reviewing price moves and key news by sector.

December 2021 saw a significant rebound in equity markets, and

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NEARLY ALL THE STOCKS MENTIONED either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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