Librarian Capital
Contributor since: 2019
Articles
Altice USA: Don't Buy Into 22% Rebound Since Q2 Results
Zoetis: Strong Q2 Underlying Growth But Hit By Strong U.S. Dollar
Admiral: H1 Results Show Why It Is The Best U.K. Motor Insurance Stock
Admiral: Reviewing Competitor Results Ahead Of H1 Report
Meta Platforms: Mixed Q2 But Slowly Getting Better
PayPal: Mid-Teens Underlying Growth In Q2, Margin Expansion Guided Ahead
Charter: Don't Worry About Q2 Internet Net Add Miss
Mastercard: Consumer Strength And Travel Recovery Continued In Q2
Altria: Why Investors Should Look Past Q2 Revenue And Profit Decline
Microsoft: Reassuring Q4 FY22 Results And New FY23 Outlook
Google: Q2 Double-Digit Revenue Growth Confirms Resilience
Unilever: H1 Results Showed Inflation Impact, Earnings Should Improve After H2
Swedish Match: Q2 Showed Standalone Potential, But No Clear Path To Realize It
Verizon: Q2 Better Than AT&T's, But Not Good Enough
AT&T: Poor Business Quality Exposed By Q2 Macro Headwinds
Philip Morris: Remarkably Strong Q2 Excluding Currency And Russia
Is Bank of America Stock A Buy After Earnings? Yes, Q2 Shows Net Interest Income Accelerating
Is JPMorgan Chase Stock A Buy After Earnings? Yes, Strong Q2 Points To $192 Exit By 2025
Lloyds: 5% Dividend Yield And Less Than 10x P/E On Undemanding Assumptions
Rightmove: Strong Business, Undervalued Due To U.K. Macro Concerns
News Corp: High-Quality Assets Suffering Conglomerate Discount
American Express: 30% Down From Peak But Still Not Cheap
Henkel: Weaknesses In Consumer Assets Exposed By High Inflation
ANSYS: 40% Down From Peak But Still Too Expensive
Altria: No Reason To Panic On Rumored FDA Ban On Juul
Admiral: Stock Cheapest Since March 2020 Even As U.K. Motor Cycle Turns
Diageo: Long-Term Compounder Down 23% From Peak
AT&T: New Standalone Company, Same Structural Risks; Avoid
KONE: Adjusting To The End Of China's Construction Boom
British American Tobacco: No Change In Guidance After H1; 6.2% Dividend Yield
Comcast: Shares Climbing Back After Q1 2022 Results
Visa: Under-Appreciated Resilience And Growth After Q2 FY22
Intuit: Strong Q3 Results Confirmed Structural Growth And Resilience
Verizon: Look Past Mixed Q1 And Focus On 9x P/E And 5% Dividend Yield
Zoetis: Animal Health Leader Now Cheapest Since April 2021
Imperial Brands: Fundamentals Worsening Despite 7.7% EPS Growth In H1 FY22
Raytheon: Solid Q1 Results Despite Temporary Headwinds; Buy
Swedish Match: Good Q1, But Upside Capped By Philip Morris Offer
Altice USA: Signs Of Stabilization In Q1, Still Too Speculative
Estée Lauder: Temporary China Disruption Since Q3 FY22 Presents Bargain