September 10, 2021

In this strategy briefing…

Key Takeaways - S&P 500 closed at 4,458.58 down from 4,535.43 last week. The VIX spiked 11.44% and settled just under $21 after 5 straight red days - The market started the ... – The Wall Street DebriefRead more
6 step plan… logical escalation of protocols needed, without over-reachThursday evening, the White House unveiled a comprehensive 6 step plan to escalate efforts to combat the COVID-19 surge in the US. Elements of the plan ... – 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 believe we will see a rally in September, despite it being the worst month for markets historically. We see “bad news as good news” as this likely lengthens timeline of Fed accommodation.
‘21 Target:4,600 (YE P/E 21x · 2022 EPS $219)
Granny shots:AAPL, GOOG, MSFT, CSCO, PG, AMZN, AXP, BF/B, BIIB, CL, CLX, GILD, GRMN, LOW, NTAP, NVDAM PM, PSX, PYPL, QCOM, QRVO, REGN, TGT, TSLA, UPS, XLNX
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