July 20, 2020

In this strategy briefing…

Even as market seems to go from the pillar of rising coronavirus (COVID-19) infections in the US to the post of a potential vaccine, each with differing impact on the economy, equities continue to rise. As ... – The Wall Street DebriefRead more
In the past week, US daily coronavirus (COVID-19) cases surged to record highs, 500,000 per week, yet stocks are holding up. In early June, daily US caseload was about 18,000 but it is about ... – Tom Lee's Equity StrategyRead more
This edition of Alpha City is a recap of my recent webinar. A replay is available here: /watch?v=nAl1gwZFUWY Here are some questions I’ve been getting from clients and my answers: Is the U.S. ... – Alpha CityRead more

FS Insight Investment Views

Near Term View:Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target:3,450 (YE P/E 17.9x · 2021 EPS $193)
Style:High Quality
Granny shots:GOOG, AAPL, AMP, PYPL, NVDA, CSCO, XLNX, FB, MNST, VRSN, DE, QCOM, KSU, EXPE, MXIM, MSFT, TTWO, ROK, DOV, PSX, BKNG, EBAY, EMR, TSLA, AXP, BF/B, PM, GRMN
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