Stock tips: Pandemic 질병/시즌 특유
- Angela
- May 15, 2020
- 1 min read
Updated: Jun 7, 2020
질병/시즌 특유
하강 관광
항공사 - 정부 보조 가능
호텔 - 정부 보조 가능
크루즈
소재 (-30%) 부동산 (-30%) 금융 (-35%) 산업재 (-35%) 에너지 (-55%) - 석유
상승 기술 (-15%) 필수 소비재 (-20%) 자유소비재 (-20%) 커뮤니케이션 (-20%)
줌비디오
OTT
헬스케어 (-20%)
텔라닥(Teladoc)
유틸리티 (-20%) 게임 75%, 웹 사용 20%, 스트리임 12% 증가
Where To Invest $1,000 In Unpredictable Times
APPLE, COCA COLA (Competitive advantage)
SPDR GOLD TRUST: GLD (Asset)
OIL (Risky but high potential reward)
S&P 500 Dividend Aristocrats (Regular pay)
TARGET/ HORMEL FOODS
"Once I combine all the factors mentioned above, I reach one final conclusion: large US-based tech stocks have been the clear winners during this very atypical year.
"I have no reason to believe that this trend will reverse anytime soon. Large US tech names continue to
(1) generally benefit from the stay-at-home economy relative to other companies,
(2) enjoy a position of nearly undisputed leadership in their respective fields, and
(3) boast spotless and enviable balance sheets."
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