September 11, 2020

In this strategy briefing…

This week has been an exceptionally positive week in COVID-19 daily case data. For each of the last four weekdays, cases have been down vs 7 days ago and despite some expected backlog for the long ... – Tom Lee's Equity StrategyRead more
Our latest review shows that the impressive recovery in our earnings revisions work has finally cooled, somewhat. After a nearly uninterrupted period of improvement from 3/20 through early September, it’s not surprising that a pause ... – Portfolio StrategyRead more
A hedge fund portfolio manager highlighted an interesting observation to me this week that I believe investors should be paying close attention to as markets transition through this historically volatile time of the year. To be clear, ... – Technical StrategyRead more

FS Insight Investment Views

Near Term View:Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target:3,525 (YE P/E 18.3x · 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
Disclosures (show)

Stay up to date with the latest articles and business updates. Subscribe to our newsletter

Articles Read 1/2

🎁 Unlock 1 extra article by joining our Community!

Stay up to date with the latest articles. You’ll even get special recommendations weekly.

Already have an account? Sign In

Don't Miss Out
First Month Free