November 13, 2020

In this strategy briefing…

If you had any reservations about whether last week’s rally was sustainable, this week’s performance was decisive. On top of a 7% rally last week, the S&P 500 rose another 2.2% this ... – Tom Lee's Equity StrategyRead more
The U.S. equity markets have seen quite a bit of volatility since our last update in early October. The macro stories that investors have been focusing on were shifting quite a bit. And once the calendar ... – Portfolio StrategyRead more
Cyclicals surged this past Monday in response to Pfizer’s vaccine announcement prompting some of our clients to ask whether they should fade the rally given the reacceleration in COVID cases. While I am expecting equity markets ... – Daily 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: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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