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S&P 500 Ends Week at All Time High, NASDAQ/IWM Strengthen
March 26, 2021

In this strategy briefing…

It was a year ago this week that our Head of Research, Tom Lee, made what is easily one of the best contrarian market calls of the last ten years. In the depths of the pandemic-induced ... – The Wall Street DebriefRead more
The decline in daily cases seems to be paused. They have been flat over the past 12 days as you can see below. We suspect that we will likely not see the usual corresponding uptick in hospitalizations ... – 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

FSInsight 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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