Markets Rally on Friday After Volatile Week and Hawkish Fed Comments, Apple Earnings One Catalyst For Friday Strength

January 28, 2022

In this strategy briefing…

Key Takeaways The S&P 500 closed at 4,431.85 up from 4,397.94 last Friday . The VIX settled at an apprehensive $27.61 and remained elevated all week. Earnings have been pretty strong ... – The Wall Street DebriefRead more
Canadian researchers explain why double-vaxxed Canadians more likely to test positive on COVID-19There is a curious statistical trend in the COVID-19 infection rate in Canada. Those Canadians who are double vaxxed are more likely ... – Tom Lee's Equity StrategyRead more
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. 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: Markets continued to struggle over the week but rallied hard on Friday on the heel of Apple’s earnings. Energy was the only sector in the green for the week. Despite risks, our research heads agree that this was a mid-bull market correction.
‘22 Target: 5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny shots: MSFT, AAPL, GOOG, KLAC, PSX, PM, BF-B, AXP, PYPL, CSCO, XLNX, NVDA, ROST, PHM, QRVO, AZO, EOG, ATVI, WRB, USB, MPC, ULTA, TGT, TXN, AMZN, AAP, TSLA, GRMN
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