Stocks Approach Old Highs But Close A Whisker Lower

October 25, 2019

In this strategy briefing…

FS Insight Investment Views

Near Term View: Falling 10-yr, weakening USD, & higher odds of Sep. rate cut = very bullish. Stick with trades working in ‘19, especially asset-light stocks
YE Target: 3,125 (YE P/E 17x · 2020E EPS $184)
Style: Cyclical, US better than RoW
Focus Stock Ideas: GOOG, AAPL, AMP, BF/B, FB, TSLA, XLNX, AMGN, AMZN, AXP, BKNG, CMI, CSCO, EBAY, GRMN, MNST, NKE, NVDA, PM, PYPL, ROK
Disclosures (show)

Stay up to date with the latest articles and business updates. Subscribe to our newsletter

Articles Read 1/2

🎁 Unlock 1 extra article by joining our Community!

Stay up to date with the latest articles. You’ll even get special recommendations weekly.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Don't Miss Out
First Month Free

Trending tickers in our research

Stay up to date with the latest articles and business updates. Subscribe to our newsletter

Articles Read 1/2

🎁 Unlock 1 extra article by joining our Community!

Stay up to date with the latest articles. You’ll even get special recommendations weekly.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In