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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