June 21, 2019

In this strategy briefing…

FS Insight Investment Views

Near Term View:Choppy but not toppy. U.S. stocks remain the safe haven
YE Target:3,125 (YE P/E 17x · 2020E EPS $184)
Style:Cyclical
Focus Stock Ideas:AAPL, GOOG, BKNG, FB, AMGN, BIIB, DIS, EBAY, MNST, PM, TSLA, XLNX, ADP, AMZN, BWA, GILD, GRMN, LMT, MA, MSFT, NKE, ORCL, PSX, TPR, V
Additions:EBAY, AMZN, NKE
Deletions:AMP, TXN, ITW
Disclosures (show)

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