February 12, 2021

In this strategy briefing…

The S&P 500 closed last Friday at 3,886.83 and rose to close at 3,934.83 this afternoon; a weekly gain of exactly 48 points. That’s about a 1.2% gain but ... – The Wall Street DebriefRead more
As we finish the second week in February, the developments in COVID-19 have been largely positive. Notably, yesterday the White House signed the purchase agreement to secure an additional 200 million doses of COVID-19, bringing ... – Tom Lee's Equity StrategyRead more
In conversations with clients, we are repeatedly finding that folks are not as complacent and bullish as some reports would suggest. Every client is worried about something. One of the main topics of discussion we have had ... – Portfolio StrategyRead more

FS Insight Investment Views

Near Term View:COVID-19 cases continue falling. Market de-leveraging makes us think previously predicted correction of 10% is now unlikely.
‘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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