Jobs Comes in Well Above Consensus, Diving Into Different Views of Our Research Departments

July 8, 2022

In this strategy briefing…

Good Evening: Markets had a strong week after the 4th of July holiday although light volume during peak summer vacation time likely kept a lid on big moves. The market has quietly drifted up 5% in the ... – The Wall Street DebriefRead more
Incoming economic “hard” data (over next few weeks) may not necessarily confirm the increasing signs of softening of inflation There will be several incoming “hard” data points that will impact market views on inflation and economy and ... – 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 have been drifting up in the past few weeks. There has been strength in much of the high-multiple names that suffered a lot this year. Earnings begin next week and should provide visibility.
‘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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