March 5, 2021

In this strategy briefing…

The S&P 500 was down on the week. It closed at 3,906.71 last Friday and closed at 3,841.94 today. If you’re reading this today and haven’t paid much attention ... – The Wall Street DebriefRead more
The Biden Administration has announced it now has enough vaccine supply for all Adults by the end of May. This moves up the re-opening timeline and is very positive. The pace of vaccinations is also dramatically ... – Tom Lee's Equity StrategyRead more
Is anyone else tired like me after this week’s trading action in the S&P 500?  The market started the week quite strong and rallied up about 2.7% to nicely reverse last’s ... – Portfolio StrategyRead more

FS Insight Investment Views

Near Term View:The ‘risk-off’ selling of this week was marked by strength in ‘Epicenter’ and Cyclicals. Near-term bottom is likely in.
‘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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