April 14, 2022

In this strategy briefing…

The market had another down week. While last week was firmly led by defensives, this week showed a bit more of a mix. Technology and Communication Services were the main losers. Energy, Materials, and Staples led but ... – The Wall Street DebriefRead more
Portions of Episodic inflation are peaking…I want to harken back to a phrase Tom Luddy, former Vice Chair of JPMorgan Asset Management, frequently repeats: “less bad is good” (when looking at trends). In other words, when ... – 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 another down week. Hot CPI and PPI numbers came in which added to concerns about inflation. Bank earnings were mixed and favored volatility beneficiaries.
‘22 Target:5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny shots:AAPL, MSFT, AMZN, CSCO, GOOG, QCOM, AVGO, GRMN, TSLA, NVDA, AMD, BF-B, PM, AMT, EXR, CCI, QRVO, PG, MNST, KLAC, VINF, CB, WRB, ALL, DVN, PSX, CVX, CF, XOM, AXP, PYPL
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