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S&P Loses 2% On Week But Data and Earnings Largely Positive
January 29, 2021

In this strategy briefing…

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FSInsight Investment Views

Near Term View: Overweight Assets with Positive Beta to “Inflation Risk Premia”
‘21 Target: 4,300 (YE P/E 21.1x · 2022 EPS $204)
Granny shots: AAPL, CSCO, INTC, MXIM, NVDA, EBAY, KLAC, GRMN, GOOG, MNST, MSFT, AMZN, QCOM, TSLA, PYPL, AXP, BF/B, PM, XLNX, TGT, PG, XOM, VLO, GL, RF, ATVI, BBY, GE, AMAT, LRCX, MU, HPQ
Additions: TGT, ATVI, BBY, AMAT, LRCX, XOM, VLO, GL, RF, GE, PG, MU, HPQ
Deletions: LEN, OMC, GWW, LOW
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