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Energy Had “Face-Ripping” Week, S&P Closes Just Under ATH
June 4, 2021

In this strategy briefing…

The S&P 500 closed at 4,229.89, which is just shy of the 52-week high of 4,238.04 and is about 25 points higher than the 4,204 level that we closed ... – The Wall Street DebriefRead more
The global picture for COVID-19 is improving as daily cases are falling across the US, Western Europe and much of Asia. However, India and Pakistan cases are at alarming levels despite being significantly down from their ... – 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: PM, MNST, AAPL, GOOG, MSFT, BIIB, MO, GILD, REGN, PG, EIX, MU, QRVO, MXIM, SWKS, AMZN, D, NVDA, QCOM, EBAY, PSX, TSLA, GRMN, PYPL, AXP, BF/B, CSCO, XLNX
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