Stocks Lower After Fed Cuts, Injects Liquidity to Calm Mkts

September 20, 2019

In this strategy briefing…

FS Insight Investment Views

Near Term View: Falling 10-yr, weakening USD, & higher odds of Sep. rate cut = very bullish. Stick with trades working in ‘19, especially asset-light stocks
YE Target: 3,125 (YE P/E 17x · 2020E EPS $184)
Style: Cyclical, US better than RoW
Focus Stock Ideas: GOOG, AAPL, NKE, AMGN, AMP, BKNG, FB, PG, ROK, TSLA, AMZN, BIIB, BWA, CSCO, D, EMR, GRMN, KSS, MNST, MXIM, NVDA, PYPL, QCOM, TGT, TPR
Additions: AMP, BWA, D, GRMN, MXIM, TPR
Deletions: AXP, BF/B, CBRE, GRM, PM, PSX
Disclosures (show)

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