S&P Ekes Out ATH and Rises for Third Consecutive Week

June 11, 2021

In this strategy briefing…

... – The Wall Street DebriefRead more
... – 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: Energy remains our favorite sector, but we now think a large portion of the remaining upside to our 4,400 mid-year target will come from FANG, not Financials.
‘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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