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Stocks Rise 1.8%; 2Q EPS Season Kicks Off, 43% Drop Seen
July 10, 2020

In this strategy briefing…

It was a week of worsening coronavirus news, including less than smooth reopenings in some states. Even, so the Standard & Poor’s 500 index (SPX) rose 1.8% last week, despite that on again/off again ... – The Wall Street DebriefRead more
... – Tom Lee's Equity StrategyRead more
While the U.S. equity market continues to trade sideways and has been unable to make a new high since peaking on June 8th, our tools and key indicators remain bullish. I initially turned bullish on the ... – Alpha CityRead more

FSInsight 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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