August 26, 2022

In this strategy briefing…

Good evening: Avoid big losses. That’s the way to really make money over the years.”- Julian Robertson Robertson, the Wall Street investor who with a handful of others pushed short selling into the mainstream, helped to ... – The Wall Street DebriefRead more
Countertrade consensus into and after Jackson Hole We think Fed Powell’s speech at Jackson Hole at 10am ET (8/26) is a buyable event. That is, under any of the following 3 scenarios, we are buyers ... – First WordRead 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 dipped for the second consecutive week after Fed Chair Jay Powell struck a hawkish tone in Jackson Hole. The U.S. Dollar and markets continue their strong inverse correlation this year.
‘22 Target:5,100 (YE P/E 20.5x · 2023 EPS $250)
Focus Stock Ideas: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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