Epicenter Leads May Performance, Tech Has Losing Month

May 28, 2021

In this strategy briefing…

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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: We think it is likely that Epicenter/Cyclicals will resume leadership of the market. We see a lot of bullish catalysts building for cyclical stocks.
‘21 Target: 4,300 (YE P/E 21.1x · 2022 EPS $204)
Granny shots: PM, MNST, AAPL, GOOG, MSFT, BIIB, MO, GILD, REGN, PG, EIX, MU, QRVO, MXIM, SWKS, AMZN, D, NVDA, QCOM, EBAY, PSX, TSLA, GRMN, PYPL, AXP, BF/B, CSCO, XLNX
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