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S&P 500 Crosses The 4,000 Mark, Rates Settle, Tech Rallies
April 1, 2021

In this strategy briefing…

The S&P 500 closed Thursday at 4,019.87 at an all-time-high. Despite this, there have been a lot of bears pronouncing the top for any number of reasons. We are encouraged by ... – The Wall Street DebriefRead more
After surging to 13,171, the 7D delta fell slightly to 7,216 on Tuesday. Michigan remains the biggest contributor to the 7D delta surge and reported over 5,000 cases on Tuesday (vs. 3,576 7D ... – 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: Our base case is a 10%+ rise in the S&P 500 to the 4,300 neighborhood in 1H2021 led by Epicenter/Cyclicals.
‘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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