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COVID-19 Daily Cases, Hospitalizations, Deaths Rolling Over
August 7, 2020

In this strategy briefing…

As we close out the week, the best development I see is the recent sustained downturn in COVID-19 cases in the US. This decline (7D delta) is even faster than the retreat seen in April/May ... – Tom Lee's Equity StrategyRead more
The negative sentiment and disbelief about the current stock market rally remain pervasive. With this as a backdrop, we ran our monthly update of our single stock quantitative selection model (ERM) this past week, and the bullish ... – Alpha CityRead more
After a wobbly couple of weeks, Technology stocks rebounded with a vengeance over the past week raising questions from readers whether Technology’s leadership will continue unchallenged. To be clear, I continue view technology as a core ... – Technical StrategyRead more

FSInsight Investment Views

Near Term View: Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target: 3,450 (YE P/E 17.9x · 2021 EPS $193)
Style: High Quality
Granny shots: AAPL, GOOG, GRMN, CSCO, XLNX, LOW, BKNG, EMR, HPQ, BWA, LEN, CF, MXIM, AMZN, EBAY, PG, NVDA, MSFT, MNST, TSLA, PYPL, AXP, BF/B, PM
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