September 3, 2021

In this strategy briefing…

Key Takeaways - S&P 500 closed just below an ATH at 4,535.43 despite a significant miss on payroll data. The VIX stayed tame around the 16 handle - The Fed tapering schedule was likely held ... – The Wall Street DebriefRead more
Probably better to expect an expiration date for many of the COVID-19 extraordinary measuresIn our conversations with clients this week, one of the questions that has come up is how many of the pandemic-driven changes ... – 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:The ‘Everything Rally’ we saw as our base case last week appears to have begun in earnest. Markets closed at the 52nd ATH on Friday. Energy led gains this week, and it is still our favorite sector.
‘21 Target:4,600 (YE P/E 21x · 2022 EPS $219)
Granny shots:AAPL, GOOG, MSFT, CSCO, PG, AMZN, AXP, BF/B, BIIB, CL, CLX, GILD, GRMN, LOW, NTAP, NVDAM PM, PSX, PYPL, QCOM, QRVO, REGN, TGT, TSLA, UPS, XLNX
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