February 27, 2021

In this strategy briefing…

The S&P 500 was essentially flat on the week. It closed at 3,906.71 last Friday and this afternoon it ended the week at 3,811.15. This decline of about 2.5% was ... – The Wall Street DebriefRead more
Despite a promising start to the week with the first day below 50,000 new cases, progress seemed to reverse. We discuss four potential reasons that could explain the upward tick. Firstly, it could be a result ... – Tom Lee's Equity StrategyRead more
One of my most important analytical tools is my quantitative stock selection model, which I call ERM and will be the basis for the upcoming release of FSI’s new single stock Dunks product. My team and ... – Portfolio StrategyRead more

FS Insight Investment Views

Near Term View:Near-term volatility doesn’t change need to tilt-toward cyclicals. Stock market focus moving toward re-opening and new stimulus.
‘21 Target:4,300 (YE P/E 21.1x · 2022 EPS $204)
Granny shots:AAPL, CSCO, INTC, MXIM, NVDA, EBAY, KLAC, GRMN, GOOG, MNST, MSFT, AMZN, QCOM, TSLA, PYPL, AXP, BF/B, PM, XLNX, TGT, PG, XOM, VLO, GL, RF, ATVI, BBY, GE, AMAT, LRCX, MU, HPQ
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