Market Slightly Up For The Week, Gains Supported By Strength in Large-Cap Tech

November 19, 2021

In this strategy briefing…

Key Takeaways The S&P 500 closed at 4,697.96 which was up from last week’s close of 4,682.86. Big tech stocks such as Apple and Nvidia have been holding the indexes ... – The Wall Street DebriefRead more
14 more states see rising cases —> wave 4 underwayThere are now 30 states with rising cases, a significant uptick since our last update on 11/15. previously was 16 states when we updated this analysis 3 ... – 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:A lockdown in Austria due to COVID resurgence spooked markets and led to declines in re-opening trades. We expect short-term weakness to be a buying opportunity before a YE rally. Re-opening/Epicenter and FANG are some of our favorites into YE.
‘21 Target:4,800 (YE P/E 22x · 2022 EPS $219)
Granny shots:MSFT, AAPL, GOOG, KLAC, PSX, PM, BF-B, AXP, PYPL, CSCO, XLNX, NVDA, ROST, PHM, QRVO, AZO, EOG, ATVI, WRB, USB, MPC, ULTA, TGT, TXN, AMZN, AAP, TSLA, GRMN
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