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Dow and S&P Make New Highs, Growth/FAANG Retreat Fri.
March 12, 2021

In this strategy briefing…

The S&P 500 closed last Friday at 3,841.94 and closed at new high of 3,943.23 this afternoon. This is a gain of 2.5% from last Friday, but it’s significantly ... – The Wall Street DebriefRead more
Daily cases continue to show improvement, but the pace has slowed somewhat. As you can see below, the figures are still lower than a week ago, but at a slower pace. In the past week, there has ... – Tom Lee's Equity StrategyRead more
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are ... – Granny ShotsRead more

FSInsight 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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