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Stocks Off Slightly on the Week; Rally Moving to the Ground Game
May 1, 2020

In this strategy briefing…

Seems like the stock market has moved into the ground game phase of a recovery from March lows. I say that because it was a tug of war last week, with stock rising nicely though Wednesday, only ... – The Wall Street DebriefRead more
COVID-19 remains a global crisis and we realize that many people need to keep up with developments, particularly since we are moving into the more critical stage (“restart economy”), so feel free to share ... – Tom Lee's Equity StrategyRead more
Last week’s Federal Open Market Committee meeting concluded with no news and not much different from the Fed’s previous plans to expand its balance sheet to stabilize markets. Policymakers once again made it clear, as ... – Fed WatchRead more

FSInsight Investment Views

Near Term View: Major COVID-19 Case Deceleration, Curve Flattening Seen, Case peak remains key bogey for markets.
‘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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