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Stocks Near All-Time Highs Again; Market Breakout Near?
October 18, 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, AMP, BF/B, CMI, FB, MNST, NKE, PM, ROK, TSLA, XLNX, ADP, BLK, BMY, BWA, CAT, EMR, JNJ, KSS, PLD, QCOM, TGT, TPR, XOM
Additions: CMI, MNST, PM, ADP, BLK, CAT
Deletions: ATVI, BIIB, IBM, NTAP, PG, TXN
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