February 7, 2020

In this strategy briefing…

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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