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Year-End Signal From Noise Wrap-Up

Key Takeaways

We dive into some of our Signals from 2021 to check in on how we feel about the prospects of these companies heading into 2022.Our favorite three areas for 2022 are Healthcare, FAANG and Epicenter. We also still like Energy, particularly in 2H when we think the market will shift from a more defensive 1H to “risk-on.”We highlight the company Dexcom ($DXCM) as a good stock in the healthcare sector. We like this company’s solid community and believe it has a valuable connection w...

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