S&P 500 Ends At Another ATH, President Hosts Japanese PM

April 16, 2021

In this strategy briefing…

The market melted higher for much of the week as earnings started off pretty strong at most of the large banks. The S&P 500 closed at 4,185.47 up from 4,128.80 last ... – The Wall Street DebriefRead more
We want to revisit the progress of Israel in its battle with COVID-19. That nation now has vaccinated 62% of its population. And even with mutations being present in Israel, they have seen a drastic reduction ... – Tom Lee's Equity StrategyRead more
The S&P 500 is at all-time highs above 4000 and has rallied nearly 90% off its low of 2191 reached on 3/23/20.  It has certainly been a year filled with lots ... – Portfolio StrategyRead more

FS Insight Investment Views

Near Term View: Epicenter will likely lead gains this earnings season. They have been leading in upward earnings revisions YTD.
‘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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