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Who Flipped the Switch?
June 8, 2019

In this strategy briefing…

FSInsight Investment Views

Near Term View: Choppy but not toppy. U.S. stocks remain the safe haven
YE Target: 3,125 (YE P/E 17x · 2020E EPS $184)
Style: Value & Cyclical
Focus Stock Ideas: AAPL, GOOG, AMGN, BKNG, BIIB, DIS, FB, MNST, PM, QCOM, TSLA, TXN, XLNX, ABBV, ADP, BWA, D, GILD, LMT, MA, MSFT, ORCL, PSX, TPR, V
Additions: BIIB, MNST, TXN, BWA,ORCL, PSX
Deletions: AMP, AXP, AMZN, GRMN, ITW, NKE
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