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 with its consumer.
  • We highlight a few of our favorite Epicenter names that we have covered in the column over the year and check-in on our theses.
  • We have not covered a member of the almighty FAANG cadre in this column in 2021, but we have covered two large-cap companies, $ASML and $NVDA, that are adjacent plays and key partners with many of the members of the most-esteemed stocks on the market.

Well, it’s that time of the year again. We have survived the first full-year of the pandemic and as it draws to a close, COVID-19 is still a primary driver of markets. The year was much less volatile than 2020, as we predicted in our 2021 outlook, but it didn’t always feel that way. Still, markets have proved amazingly resilient and have now recovered all the losses that occurr...

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