January 24, 2020

In this strategy briefing…

The U.S. stock market did not, I repeat, did not make new highs last week. Yes, I know, after setting record high after record high in the last 13 out of 15 weeks, you were getting ... – The Wall Street DebriefRead more
The omnipresent headlines about the deadly coronavirus underlines the importance of good, reliable healthcare in the modern world. For many other fundamental reasons it’s time for investors to take another look at the lagging U.S. ... – Tom Lee's Equity StrategyRead more
A survey report last week from the Bank for International Settlements (BIS), the so-called central bank of central banks, makes for interesting reading. While it is not an approval of cryptocurrency by any means, it does ... – Fed WatchRead more

FS Insight Investment Views

Near Term View:PMIs recovering, Inventory cycle bottoming, 2020: “E” matters more than “P/E”
‘20 Target:3,450 (YE P/E 17.9x · 2021 EPS $193)
Style:Cyclical + Value
Granny shots:GOOG, AAPL, AMP, PYPL, NVDA, CSCO, XLNX, FB, MNST, VRSN, DE, QCOM, KSU, EXPE, MXIM, MSFT, TTWO, ROK, DOV, PSX, BKNG, EBAY, EMR, TSLA, AXP, BF/B, PM, GRMN
Disclosures (show)

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