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COVID90 initial buy

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


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


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