August 28, 2020

In this strategy briefing…

USA COVID-19 cases came in at 44,543 Thursday, which is +788 higher vs 7D ago.  So, there is a clear stall in the pace of improvements. It seems like college students returning to campus ... – Tom Lee's Equity StrategyRead more
The 2Q20 earning season is now about 95% finished and not surprisingly, companies beat very low expectations by a wide margin.  In fact, 83% that have reported have been upside surprises, and companies that have reported ... – Portfolio StrategyRead more
Secular growth uptrends intact but cyclicals are more timely for new capital - Technology’s ongoing surge has been nothing short of impressive and certainly exceeded my expectations for August, BUT it is the incremental improvement in cyclicals ... – Technical StrategyRead more

FS Insight Investment Views

Near Term View:Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target:3,525 (+75 from prior 3,450 target)
Style:High Quality
Granny shots:AAPL, GOOG, GRMN, CSCO, XLNX, LOW, BKNG, EMR, HPQ, BWA, LEN, CF, MXIM, AMZN, EBAY, PG, NVDA, MSFT, MNST, TSLA, PYPL, AXP, BF/B, PM
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