I’ve been anticipating a Market panic over the COVID 2nd Wave, and assumed that it would precede the election. It doesn’t look like that’s going to happen.
I also believe that regardless of the election outcome, Markets will do well because 2021’s astrological forecast is for waning COVID and waxing Stimulus…regardless of who might be President.
There are 90 stocks that I believe present value and should fully recover once COVID fears diminish. I’ve dubbed them the COVID90.
Today I purchased these initial 49 positions:
AMRS Amyris, Inc.
B Barnes Group
BCO Brink’s
BDC Belden
BHC Bausch Health
C Citigroup
CARG CarGurus
CCOI Cogent
CR Crane
CRS Carpenter Tech
CVX Chevron
CW Curtiss-Wright
DAKT Daktronics
DCI Donaldson
EBIX Ebix
FLS Flowserve
FOX Fox
GD General Dynamics
GE General Electric
GRA W. R. Grace
HAE Haemonetics
HGV Hilton Grand Vacations
HLT Hilton Worldwide
HST Host Hotels & Resorts
HWM Howmet Aerospace
HY Hyster-Yale
INGN Inogen
IOSP Innospec
ITGR Integer
JBGS JBG SMITH
JPM JPMorgan
KMI Kinder Morgan
MAR Marriott
NVST Envista Holdings
PFGC Performance Food Group
RL Ralph Lauren
RTX Raytheon Tech
RXT Rackspace
SBNY Signature Bank
SIX Six Flags
SNN Smith & Nephew
SSYS Stratasys
TDG TransDigm
TNC Tennant
TRIP TripAdvisor
TSE Trinseo
VLO Valero
WELL Welltower
XRAY DENTSPLY SIRONA
If you find these ALERTs informative, please share them with a likeminded friend.
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