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Subject:  Value picks from SA Date:  7/8/2021  8:35 AM
Author:  rnam Number:  25802 of 25816

10 value suggestions by Daniel Schonberger. I like his style of focusing on free cash flow yields for consumer staples and health care and assuming achievable growth rates.

I think WBA and ABBV are good picks though I feel CVS and MCK are better picks and don’t have pipeline risks of pharmas like GILD and AMGN.

Also need to investigate Henkel further as US competitors like PG and CLX are very expensive.

Its harder to predict whether the social media behemoths can continue their growth with governments world over gunning for them.

Your thoughts on these picks are welcome, esp. counter arguments.
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