October 23, 2020

In this strategy briefing…

One of the top market rules for me, maybe even rule #1, is never to try to impose my views on the markets.  And perhaps, it is more useful to try to decipher the message from ... – Tom Lee's Equity StrategyRead more
One of the biggest benefits of studying technical analysis, observing the change in prices across asset classes, is that it filters out the mainstream and social media noise we are all bombarded with. Investors are overwhelmed with ... – Technical StrategyRead more
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2020. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view for the second half ... – Granny ShotsRead more

FS Insight Investment Views

Near Term View:Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target:3,525 (YE P/E 18.3x · 2021 EPS $193)
Style:High Quality
Granny shots:GOOG, AAPL, CSCO, XLNX, GRMN, MSFT, MXIM, LEN, KLAC, MNST, OMC, GWW, INTC, LOW, AMZN, EBAY, TSLA, PYPL, AXP, BF/B, PM, NVDA, QCOM
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