Stocks Reel, Then Rebound on Divergent Data in Tough Week

October 4, 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, AMP, BKNG, FB, PG, ROK, TSLA, AMZN, BIIB, BWA, CL, D, EMR, GRMN, KSS, NSC, NVDA, PLD, QCOM, TGT, TPR, TXN, XOM
Additions: CL, PLD, TXN, XOM
Deletions: AMGN, CSCO, DOV, MNST
Disclosures (show)

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