June 25, 2021

In this strategy briefing…

Summary - S&P 500 closes at an all-time high of 4,280.70 up from 4,166.45 last Friday after the turmoil from FOMC and “Quad Witching.” - The pace of COVID-19 improvement has ... – The Wall Street DebriefRead more
Summary - COVID-19 case trends have appeared to tick up and the 7D delta has been positive for two consecutive days, we will watch very closely for market implications. - 16 out of 50 states are showing a ... – 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:Energy remains our favorite sector, but we now think a large portion of the remaining upside to our 4,400 mid-year target will come from FANG, not Financials.
‘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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