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Epicenter Stocks Rise During Choppy Week for the Market
September 18, 2020

In this strategy briefing…

It has been a choppy week for markets, and stocks still remain ~7% off their recent highs. And we soon enter the seasonal trade sell Rosh Hashanah, buy Yom Kippur (9/19-9/28) so this bumpy ... – Tom Lee's Equity StrategyRead more
With each passing week, the technical backdrop continues to support increasing equity exposure to cyclicals. Secular growth pulls back after surging through Q2 into late Q3 - Technology and momentum stocks are pulling back with a growing number ... – 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 (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
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