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Hope Springs Eternal For Trade Deal; Stocks Fall, Break Streak
November 22, 2019

In this strategy briefing…

FS Insight Investment Views

Near Term View: PMIs bottoming, 3 rate cuts done, upturn in sentiment = very bullish. Stick with cyclicals, avoid defensives
YE Target: 3,185 (YE P/E 17.5x · 2020 EPS $182)
Style: Cyclical, US better than RoW
Focus Stock Ideas: GOOG, AAPL, AMP, BF/B, FB, TSLA, XLNX, AMGN, AMZN, AXP, BKNG, CMI, CSCO, EBAY, GRMN, MNST, NKE, NVDA, PM, PYPL, ROK
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