August 21, 2020

In this strategy briefing…

This has been a very good week for US COVID-19 case data. After all, the case figures this week cement that the trend is downwards for organic case growth. But we also think that markets will ... – Tom Lee's Equity StrategyRead more
Today’s note highlights two stocks, Mastercard (MA) and Visa (V) that are timely technical ideas. They are a good way to straddle the two key areas of the equity market, growth and cyclicals that Tom Lee, ... – Technical StrategyRead more
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2020. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view for the second half ... – Granny ShotsRead more

FS Insight Investment Views

Near Term View:Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target:3,525 (+75 from prior 3,450 target)
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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