July 12, 2019

In this strategy briefing…

FS Insight Investment Views

Near Term View:Highly likely Fed cut could boost stocks further. U.S. stocks remain the safe haven
YE Target:3,125 (YE P/E 17x · 2020E EPS $184)
Style:Cyclical
Focus Stock Ideas:GOOG, AAPL, BKNG, NKE, CLX, FB, MA, MNST, PG, TSLA, V, XLNX, BIIB, CBRE, DE, DOV, EXPE, FLT, LMT, MXIM, PLD, TGT, TPR, TXN, VRSN
Additions:CLX, MA, PG, CBRE, EXPE, FLT, MXIM, PLD, TGT, VRSN
Deletions:AMGN, PM, AME, AMZN, BWA, DIS, GILD, GRMN, NVDA, PSX
Disclosures (show)

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