- Economy set to recover from COVID-19 slump as vaccination efforts accelerate ahead of schedule. When the coronavirus story comes to an end (mostly), winners and losers will emerge.
- Airlines: outlook grim, entire industry will probably downsize when business travel enters a prolonged, possibly permanent slump.
- Commercial REITs facing multiple simultaneous headwinds.
- Homebuilder stocks trading at dirt cheap valuations primed for blast off when consumer activity picks up again.
- Also discussed: Zoom, Fulgent Genetics, AMC Entertainment, Alpha Pro Tech.
For further details see:
How To Play A Post Corona World