Here's why Fundstrat's Tom Lee is sticking with epicenter stocks

Tom Lee, Fundstrat Global Advisors
Scott Mlyn | CNBC

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The so-called epicenter stocks — beaten-down names like airlines and cruises — have underperformed the broader market over the past month amid fears of a virus resurgence, but Tom Lee, founder and head of research at Fundstrat Global Advisors, believes investors should stay with the group.