David Herro Comments on Trip.com, Reckitt Benckiser

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Oct 12, 2021
Summary
  • The stock is a new position.

Trip.com Group ADR (TCOM, Financial) (China), the largest online travel agency in China, and Reckitt Benckiser Group (LSE:RKT, Financial)(U.K.), a large global consumer products company, were both previous holdings in the Fund. With significant declines in share price, the stocks again offered the necessary potential upside to be selected for our portfolio.

From David Herro (Trades, Portfolio)'s Oakmark International Fund third-quarter 2021 commentary.

Disclosures

I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure