Granny Shots Commentary
The best of the best
Thomas J. Lee
Head of Global Portfolio Strategy & Asset Allocation
Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.
- Granny Shots
Q4 2021 Rebalancing of Granny Shots
We have updated our Granny Shots portfolio for the third quarter. There have been nine stocks removed from the list and there have been thirteen stocks added. Our Granny Shots portfolio is comprised of stocks that qualify for at least two of our thematic and tactical themes. Our tactical themes...
- Granny Shots
GRANNY SHOTS: Best bets in 2021- Week 42
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure:...
- Granny Shots
GRANNY SHOTS: Best bets in 2021 - Week 41
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure:...
- Granny Shots
GRANNY SHOTS: Best bets in 2021 - Week 40
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure:...