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Vaccine News Causing Risk Premia Collapse = P/E Upside
September 4, 2020

In this strategy briefing…

Daily COVID-19 cases saw a surprising improvement Wednesday with daily cases coming in at 38,377 which is down -5,235 vs 7D ago. Typically, Wednesday cases see a big surge vs 1D ago (usually up +... – Tom Lee's Equity StrategyRead more
FSInsight subscribers hopefully received my technical update Friday afternoon. Given the market sell-off this week, I wanted to provide some perspective on what I saw developing technically. I won’t rehash the full note, but I ... – 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 ... – Recommended Stock IdeasRead more

FSInsight 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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