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Despite “Knee Jerk” Market Reaction, Stocks Up 1.5% on Week
October 2, 2020

In this strategy briefing…

The news of President Trump testing positive for COVID-19 sent ripples through equity markets. This morning I noted that I think this is a “knee jerk” reaction that ultimately pushed the Standard and Poor’s 500 ... – Tom Lee's Equity StrategyRead more
Last week, I outlined a roadmap for the S&P 500 through October into the election. I expected the oversold bounce that began on September 22nd to stall heading into the end of September and beginning ... – 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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