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Granny Shots Commentary

The best of the best

Thomas J. Lee

Head of Global Portfolio Strategy & Asset Allocation

Lee

Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.

  • Granny Shots
October 26

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
October 22

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
October 15

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
October 8

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:...

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