Everything Rally Appears to Begin As Market Begins Seeing Through Headline Risks

October 15, 2021

In this strategy briefing…

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Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are ... – Granny ShotsRead more

FS Insight Investment Views

Near Term View:The market enjoyed quite a positive week as earnings season kicked off and defied negative expectations. We see significant rally into year-end as likely. We believe the “everything rally” we called for has begun, but many risks remain and we remain vigilant.
‘21 Target:4,600 (YE P/E 21x · 2022 EPS $219)
Granny shots:AAPL, GOOG, MSFT, CSCO, PG, AMZN, AXP, BF/B, BIIB, CL, CLX, GILD, GRMN, LOW, NTAP, NVDAM PM, PSX, PYPL, QCOM, QRVO, REGN, TGT, TSLA, UPS, XLNX
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