February 5, 2021

In this strategy briefing…

The S&P 500 closed last Friday at 3,714.24 and closed at 3,886.83 this afternoon. That’s a 4.6% gain. Wow, what a difference a week and the biggest institutional de-... – The Wall Street DebriefRead more
New cases have now been falling for 24 consecutive days. What this means is that we could be below 50,000 new daily cases by Valentine's Day. Hospitalizations are also down as are daily deaths. Even ... – Tom Lee's Equity StrategyRead more
As we flipped the calendar from 2020 to 2021, investors were more than happy to leave the Year of the Rat and optimistically shift towards a return to normalcy and better times ahead in the Year of ... – Portfolio StrategyRead more

FS Insight Investment Views

Near Term View:Correction now unlikely, Health data improving, Value/Cyclicals likely lead.
‘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
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