GRANNY SHOTS: Best bets in 2020 - Week 49

Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2020. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view for the second half of 2020.

Figure: Granny Shots are the “best of the best”
Stocks which appear in multiple themes. Source: FSInsight

GRANNY SHOTS: Best bets in 2020 - Week 49

Figure: Granny Shots Portfolio Performance
Monthly. Source: FSInsight. FactSet as of 12/03/20

GRANNY SHOTS: Best bets in 2020 - Week 49

Figure: Intersection of investment recommendations by strategy
As of 12/03/20, Source: FSInsight, FactSet

GRANNY SHOTS: Best bets in 2020 - Week 49

The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 4900 bps since its inception (S&P 500 is up 41.2% during the same period).

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.

Already have an account? Sign In

Events

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.

Already have an account? Sign In