April 22, 2022

In this strategy briefing…

Markets had their fourth consecutive week of losses. Friday was a particularly bad day with all the major indexes down more than 2.5%. The Dow had its worst one-day loss since the dog days of ... – The Wall Street DebriefRead more
If someone asked me to describe 2022 so far, it is a “pie in the face” year. The world is facing several key turning points (inflation, supply chains, monetary policy, war) and these combined effects are impacting ... – 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 challenging week. Strong earnings were superseded by weak guidance in many cases and Fed Chairman Powell’s hawkish comments at the IMF helped fuel the largest sell-off since 2020 on Friday.
‘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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