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Stocks Fall Again; Odds Heavily Favor a Post-Election Rally
October 30, 2020

In this strategy briefing…

This has been an ugly week for the stock market with the Standard and Poor’s 500 index declining 5.6% and all sectors deeply in the red. And also of note, the VIX spike above 40 ... – Tom Lee's Equity StrategyRead more
Investors are understandably worried that equities markets have peaked, and a more serious, prolonged correction is underway. After all, election uncertainties aggravated by rapidly rising COVID-19 cases, a lack of headway regarding federal stimulus and large-... – 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: GOOG, AAPL, CSCO, XLNX, GRMN, MSFT, MXIM, LEN, KLAC, MNST, OMC, GWW, INTC, LOW, AMZN, EBAY, TSLA, PYPL, AXP, BF/B, PM, NVDA, QCOM
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