Markets Have Down Week as War In Ukraine Enters Third Week

March 11, 2022

In this strategy briefing…

The Russo-Ukrainian War entered its third week and despite occasional glimmers of hope, events on the ground are increasingly grim. There is hope for resolution through peace talks, but Russian actions are increasingly alarming with regards ... – The Wall Street DebriefRead more
In the two weeks since the start of this “global shakeup” a few winners are emergingThe invasion and war between Russia-Ukraine is moving past its second week and financial markets have been roiled by the trifecta ... – 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 had a whipsaw week and since the war in Ukraine began big moves in either direction have been more common than normal. Despite volatility we see reasons emerging for optimism for equities from risk/reward.
‘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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