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With 4Q19 EPS Season Mostly Behind Us, Will Coronavirus Let Investors Focus on ‘20 Growth?

February 21, 2020
With 4Q19 EPS Season Mostly Behind Us, Will Coronavirus Let Investors Focus on ‘20 Growth?
February 21, 2020

In this strategy briefing…

FS Insight Investment Views

Near Term View: PMIs recovering, Inventory cycle bottoming, 2020: “E” matters more than “P/E”
‘20 Target: 3,450 (YE P/E 17.9x · 2021 EPS $193)
Style: Cyclical + Value
Granny shots: GOOG, AAPL, AMP, PYPL, NVDA, CSCO, XLNX, FB, MNST, VRSN, DE, QCOM, KSU, EXPE, MXIM, MSFT, TTWO, ROK, DOV, PSX, BKNG, EBAY, EMR, TSLA, AXP, BF/B, PM, GRMN
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