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Epicenter Commentary

Covid must hurt stocks

Thomas J. Lee

Head of Global Portfolio Strategy & Asset Allocation

Lee

Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.

Stocks in the most “obliterated” Epicenter groups

An abbreviated version of this list was published in the FIRST WORD dated May 18th, 2020. We’ve republished the complete list here in order to highlight it for our valued subscribers. STRATEGY: Stocks in the most “obliterated” Epicenter groupsI asked tireless Ken and the data science team to compile a...

  • Epicenter
April 9

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the FIRST WORD dated April 9, 2020. We’ve republished it here in order to highlight it for our valued subscribers. STRATEGY: Updating Epicenter Trifecta List  – 24 stock ideas are removed, and 11 stock ideas are added to the list… Now 108 stocks in the Trifecta list…...

  • Epicenter
April 9

Top 35 “Power Epicenter Trifecta” Stock Ideas

This list was published in the FIRST WORD dated April 9, 2020. We’ve republished it here in order to highlight it for our valued subscribers. STRATEGY: Updating our Power Trifecta, adding net 10 stocks, now Power Trifecta 35 (*)We are updating our Power Trifecta list. In this rebalance, 3 stocks...

  • Epicenter
March 5

Top 25 "Power Epicenter Trifecta" Stock Ideas

This list was published in the Daily BLAST dated March 5, 2020. We’ve republished it here in order highlight it for our valued subscribers. STRATEGY: 25 “Power Epicenter Trifecta” stock ideas (*)We are introducing a “Power Epicenter Trifecta” stock list.  This is designed to identify the strongest stocks within our “Trifecta” epicenter stock...

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