May 8, 2020

In this strategy briefing…

With the way the market recovery’s been going, you aren’t going to be surprised that U.S. stocks were up more than about 3% last week, are you? But what if I told you that ... – The Wall Street DebriefRead more
While there is no playbook for navigating a pandemic, (as we have stated several times over past few months), as states begin to ease restrictions it will be important to track activities they are “easing” ... – Tom Lee's Equity StrategyRead more
The message from the Federal Reserve Bank last week was twofold: First, with a bit of luck, the U.S. economy might pull out of its swan dive by the end of 2020. Well, ok, that’s ... – Fed WatchRead more

FS Insight Investment Views

Near Term View:Major COVID-19 Case Deceleration, Curve Flattening Seen, Case peak remains key bogey for markets.
‘20 Target:3,450 (YE P/E 17.9x · 2021 EPS $193)
Style:High Quality
Granny shots:GOOG, AAPL, AMP, PYPL, NVDA, CSCO, XLNX, FB, MNST, VRSN, DE, QCOM, KSU, EXPE, MXIM, MSFT, TTWO, ROK, DOV, PSX, BKNG, EBAY, EMR, TSLA, AXP, BF/B, PM, GRMN
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