A Market Nagged by Geopolitical Concerns Rises

June 14, 2019

In this strategy briefing…

FS Insight Investment Views

Near Term View: Choppy but not toppy. U.S. stocks remain the safe haven
YE Target: 3,125 (YE P/E 17x · 2020E EPS $184)
Style: Cyclical
Focus Stock Ideas: AAPL, GOOG, AMGN, BKNG, AMP, BIIB, DIS, FB, MNST, PM, TSLA, TXN, XLNX, ADP, BWA, GILD, GRMN, ITW, LMT, MA, MSFT, ORCL, PSX, TPR, V
Additions: AMP, GRMN, ITW
Deletions: QCOM, ABBV, D
Disclosures (show)

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