April 23, 2021

In this strategy briefing…

The market took a somewhat volatile and meandering path this week to close essentially flat. The S&P 500 closed at 4,180.17 which was ever so slightly down from the 4,185.47 it ... – The Wall Street DebriefRead more
We sent out an alert earlier this week about a pretty dramatic improvement in the case trend. The 7D delta took a major down leg with cases collapsing across several states in particular. Michigan and New York ... – 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

FS Insight Investment Views

Near Term View:We think it is likely that Epicenter/Cyclicals will resume leadership of the market. We see a lot of bullish catalysts building for cyclical stocks.
‘21 Target:4,300 (YE P/E 21.1x · 2022 EPS $204)
Granny shots:AAPL, CSCO, MXIM, NVDA, EBAY, GRMN, GOOG, GILD, MO, BIIB, REGN, PG, MNST, D, MSFT, EIX, SWKS, QRVO, MU, AMZN, QCOM, PSX, TSLA, PYPL, BF-B, AXP, PM, XLNX
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