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No. of Recommendations: 2
I don't think the old-style value plays like cheap industrials or consumer staples work anymore. I don't know why or if they should, logically, but something has changed with the advent of hyper growth techs. Maybe this too shall pass. Covid certainly gave a leg up to PG CLX etc, but Ii doubt the outperformance will last.
OK so no more philosophy. I am looking at companies that will return when Covid is over. Cruise lines like CCL RCL NCLH, good airlines like LUV HA, etc. Not buying yet, because I think a Covid super storm is coming in US thanks to incompetent response by the current government. These will be beaten down again and I will buy them then. For now I am buying energy ETFs
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