April 1, 2022

In this strategy briefing…

The market had a sideways week as multiple sources of uncertainty continue to weigh on investors. Despite reasons for uncertainty, bullish sentiment rose dramatically this week. A bumper jobs report was released on Friday which saw the ... – The Wall Street DebriefRead more
STRATEGY: S&P 500 fell > 6% below its 200D and closed > 200D = 31 times since WWII = bullish signalUS is the “best house” in a bad neighborhoodAs markets complete 1Q2022, it has been a bloody ... – Tom Lee's Equity StrategyRead more
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. 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:Markets had a mixed week and the S&P 500 eked out a tiny gain. Energy and Financials were down and Utilities and Real Estate were up. Uncertainty around the economic implications of the War in Ukraine and Fed policy continues to vex investors.
‘22 Target:5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny shots:CSCO, AAPL, GRMN, GOOG, MSFT, AAP, TSLA, NVDA, AMZN, AMD, CMI, MPC, OM, PSX, ATVI, USB CF, XOM, CB, GL, VRSN, WRB, CVX, QRVO, MNST, PG, DVN, PCAR, ORLY, KLAC, BF-B, AXP, PYPL
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