Market Continues Falling on Russia-Ukraine Woes

February 18, 2022

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 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 had another volatile week with losses. A Russian invasion of Ukraine and concerns about a more aggressive Federal Reserve weighed heavily on asset prices. Nasdaq led losses on Friday.
‘22 Target: 5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny shots: CSCO, AAPL, GRMN, GOOG, MSFT, AAP, TSLA, NVDA, AMZN, XLNX, CMI, MPC, OM, PSX, ATVI, USB CF, XOM, CB, GL, VRSN, WRB, CVX, QRVO, MNST, PG, DVN, PCAR, ORLY, KLAC, BF-B, AXP, PYPL
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