August 19, 2022

In this strategy briefing…

Good Evening: The market had its first down week after a strong rally. Macro concerns are high and there’s no shortage of bears on the street. At the same time, inflation rolling over has proven a ... – The Wall Street DebriefRead more
Sentiment among our clients has not changed much. The plurality of our clients remain skeptical and see a multitude of problems ahead (see discussion below). But our view remains that we see a 2H rally leading to ... – 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 their first down week after four weeks of gains. Energy and Healthcare eked out small gains and every other sector was negative with Consumer Discretionary leading the losses.
‘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, PG, MNST, KLAC, ALL, DVN, ISRG, GPC, BIIB, ABT, REGN, AZO, MRNA, FB, CVX, CF, XOM, AXP, PYPL
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