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S&P 500 Ends Week Flat Again, Energy Leads Weekly Gains
April 30, 2021

In this strategy briefing…

Earnings season is well within its stride. So far, of the 287 companies that have reported so far 87% of these companies have beaten earnings estimates by a median of 15%. We’ll elaborate on which sectors ... – The Wall Street DebriefRead more
In the past week, incoming news in the US was overall very positive. COVID-19 cases are legging down, apparently due to higher vaccine penetration. And the US economy is on track for a strong revival and ... – 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: 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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