Markets Have Second Consecutive Week of Losses; Investing Lessons from The Yom Kippur War

September 17, 2021

In this strategy briefing…

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Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are ... – Granny ShotsRead more

FS Insight Investment Views

Near Term View:We believe we will see a rally in September. We suspect the market will ‘buy Yom Kippur’ as the old saying goes and will rally for the rest of the month. Danger is ahead in October, but we expect any correction to be within the context of an ongoing secular bull market.
‘21 Target:4,600 (YE P/E 21x · 2022 EPS $219)
Granny shots:AAPL, GOOG, MSFT, CSCO, PG, AMZN, AXP, BF/B, BIIB, CL, CLX, GILD, GRMN, LOW, NTAP, NVDAM PM, PSX, PYPL, QCOM, QRVO, REGN, TGT, TSLA, UPS, XLNX
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