July 9, 2021

In this strategy briefing…

Summary - S&P 500 closes at another all-time high of 4,369.55, up from 4,352.34 last week. The DJIA closed slightly below the 52 week high it hit in May, and the ... – The Wall Street DebriefRead more
Summary - We are making a significant reversal concerning the direction of Interest Rates. - Importantly, we are not changing any of our sector calls. We are still OW FAANG and N Financials. The healthcare situation may continue to ... – 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 rates are likely at or near a bottom and will reverse direction. We think Epicenter sectors will lead gains but are keeping OW on FAANG and N on Financials. Energy still our favorite!
‘21 Target:4,600 (YE P/E 21x · 2022 EPS $219)
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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