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Stocks up 7.3% in Big Week; Potential for 10% Rally into YE
November 6, 2020

In this strategy briefing…

After notching four consecutive days of gains, the S&P 500 took a well-deserved break and finished flat on Friday, leaving a massive 7.3% weekly rally intact. I consider this a huge win, especially ... – Tom Lee's Equity StrategyRead more
Last week I made the case that despite accelerating worries regarding the election, COVID-19, stimulus and the overall economy, a rebound was likely early this past week. Daily momentum was oversold and poised to bottom, the ... – 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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