July 29, 2022

In this strategy briefing…

Good evening: Markets moved higher for the second consecutive week -- and it was a big one. The Federal Reserve hiked interest rates. Big Tech reported earnings, and Apple has reached its highest level in nearly four months ... – The Wall Street DebriefRead more
The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the “bottom is in” — the 2022 bear market is over. this was a big data week, with FOMC, 2Q GDP, housing and ... – 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 posted a very strong week on the heels of the FOMC decision and earnings beats by tech generals Apple and Amazon, as well as Big Oil. July was the market’s best month since November 2020.
‘22 Target:5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny Shots:AAPL, MSFT, AMZN, CSCO, GOOG, QCOM, AVGO, GRMN, TSLA, NVDA, AMD, BF-B, PM, AMT, EXR, CCI, PG, MNST, KLAC, ALL, DVN, ISRG, GPC, BIIB, ABT, REGN, AZO, MRNA, FB, CVX, CF, XOM, AXP, PYPL
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