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August 30, 2019

In this strategy briefing…

FS Insight Investment Views

Near Term View: Falling 10-yr, weakening USD, & higher odds of Sep. rate cut = very bullish. Stick with trades working in ‘19, especially asset-light stocks
YE Target: 3,125 (YE P/E 17x · 2020E EPS $184)
Style: Cyclical, US better than RoW
Focus Stock Ideas: GOOG, AAPL, NKE, AMGN, BKNG, FB, PG, PM, ROK, TSLA, XLNX, AMZN, BIIB, CSCO, DE, EMR, GRMN, KSS, MNST, MO, NVDA, PSX, QCOM, TGT, XOM
Additions: EMR, QCOM, XOM
Deletions: CBRE, EBAY, EXPE
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