Stocks showed signs of life early Friday after posting their worst ever start to a year this week. But the sharp moves weren't enough to deter one of the biggest bulls on Wall Street, who maintains his claim that the S&P 500 could rally to 2,300 by the end of 2016.
On CNBC's "Fast Money," Fundstrat Advisors' Tom Lee said Thursday despite the global jitters, his bull case remains intact.
"Nothing has changed," said Lee. "The market is highlighting concerns over the same issues we've seen in recent months." He identified the factors impacting the market as oil, the dollar, high yield bonds, China and the Fed. "It's all coming to a roost in 2016," but, "I don't think [the things that are weighing on the market right now] are changing the thesis of the year," added Lee.
While Lee admitted he doesn't know exactly when the sentiment will improve, he did offer four stocks that have the potential to weather the storm of a gloomy market.