Zebra Technologies (ZBRA) is a very interesting name which initially sold off amidst the initial COVID-19 scare. Yet, as it turns out, it could be a major beneficiary of the same situation, with e-commerce sales accelerating and smart tools required for social distancing, among others.
Operating in secular growth markets, the company furthermore benefits from savvy management which has an excellent track record in dealmaking. With shares trading at fresh all-time highs, expectations are a bit lofty, yet shares certainly look interesting on potential dips.
The Business
As Zebra does not receive a