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Fireworks On Wall Street; 3 Main Indexes Hit New Highs
July 5, 2019

In this strategy briefing…

FS Insight 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: Cyclical
Focus Stock Ideas: AAPL, GOOG, AMGN, BKNG, XLNX, BIIB, FB, MNST, NKE, PM, TSLA, TXN, AME, AMZN, BWA, DE, DIS, DOV, GILD, GRMN, LMT, NVDA, PSX, TPR, V
Additions: TXN, AME, AMZN, DE, DOV, GRMN, NVDA
Deletions: EBAY, ADP, D, MA, MSFT, ORCL, PG
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