July 2, 2020

In this strategy briefing…

After one of the wildest first half market years I’ve ever seen in my near 30 years of covering markets, the second half of 2020 started off on the right foot. That’s thanks mainly to ... – The Wall Street DebriefRead more
... – Tom Lee's Equity StrategyRead more
Investors remain understandably cautious heading into 2H20 following the unprecedented volatility seen. Equity markets are likely to remain choppy in Q3, but the longer-term cycle backdrop remains supportive of higher equity levels and we continue to ... – Technical StrategyRead more

FS Insight Investment Views

Near Term View:Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘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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