May 6, 2022

In this strategy briefing…

Good evening: Many people seem to believe we live in especially exhaustive, volatile times. But the rhythms of our moment – pandemic, protest, pandemic, election, insurrection, pandemic, inflation, invasion of Ukraine, market volatility – are nothing new. As Tom ... – The Wall Street DebriefRead more
It's been very painful and I think it's clear that not only are equity markets nervous and edgy, but they're hyper, hyper sensitive to inflationary data. Whether it's FOMC meeting or even today'... – 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 struggled through another week as the Fed hiked rates 50 basis points. It was the most aggressive increase made in a single meeting since May 2000. Markets had their worst day of the year on Thursday.
‘22 Target:5,100 (YE P/E 20.5x · 2023 EPS $250)
Style:Granny shots
Focus Stock Ideas: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
Disclosures (show)

Stay up to date with the latest articles and business updates. Subscribe to our newsletter

Articles Read 1/2

🎁 Unlock 1 extra article by joining our Community!

Stay up to date with the latest articles. You’ll even get special recommendations weekly.

Already have an account? Sign In

Don't Miss Out
First Month Free