January 8, 2021

In this strategy briefing…

Markets wrapped up their first full week of 2021 and after a sloppy stumble on Monday, the S&P 500 managed to recover and close up 1.2% for the week. There has already been a ... – Tom Lee's Equity StrategyRead more
After yet another volatile start to the week, equity markets have resumed their uptrend following the Georgia election with cyclicals accelerating. Many managers have had to scramble to add risk back to their portfolios raising the question “... – Daily Technical StrategyRead more
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are ... – Granny ShotsRead more

FS Insight Investment Views

Near Term View:Stimulus, COVID-19 rollover, falling VIX point to rebound for Small-Caps
‘21 Target:4,300 (YE P/E 21.1x · 2022 EPS $204)
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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