March 19, 2021

In this strategy briefing…

The S&P 500 closed last Friday at 3,943.23 last Friday and closed slightly down for the day at 3,913.10 this afternoon. The small differential hides a rather eventful week marked by ... – The Wall Street DebriefRead more
Daily cases unfortunately have returned to slightly positive coming in at 58,468 which is up 2,869 cases from a week ago. The 7D positivity rate declined to 4.4% from 4.5% 7D ago. Importantly, ... – Tom Lee's Equity 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:Our base case is a 10%+ rise in the S&P 500 to the 4,300 neighborhood in 1H2021 led by Epicenter/Cyclicals.
‘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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