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Stocks Slide; 2Q EPS Season Begins; NFLX Stung
July 19, 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, AMGN, CLX, FB, MA, MNST, MA, MNST, PG, PM, TSLA, V, XLNX, BIIB, CBRE, DE, EXPE, FLT, MXIM, TGT, TPR, TXN, VRSN, XOM
Additions: AMGN, PM, XOM
Deletions: DOV, LMT, PLD
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