copyright1997reloaded
Thinks s/he gets paid by the post
I am not ready to buy since I think we are in for more falls, but I was thinking title insurers might be worth looking at. In a refi boom they print money.
What have you looked at?
I really wish we could have a discussion on potential winners and losers as a result of the virus (and even ramifications if 3% of the population is 'culled'). I know it sounds morbid (and it is a bit). This is coming from someone in the danger zone, i.e. an older male with hypertension. However, the mod's closed out a thread I started on this topic (and directed it to the financial covid thread).
For example, I have a bunch of medical/medical device holdings. Things like Edwards LifeSciences (EW), Abbott Labs (ABT), Stryker (SYK), Abbvie (ABBV), Baxter (BAX), even some Merek (MRK) and Cardinal Helath (CAH). As a for instance, my fundamental analysis of Stryker is very positive due to our aging population and need for hip/knee/other replacement. However, many of these procedures can be delayed and will be if our hospitals are being overrun with virus cases, and a high death rate among seniors would also impact their future clients.
I've started to try to write down notes (at least in my head) on each of these holdings, but would love to see other's thoughts on potential investments (both pro and con). One of the best things of ER.org are some of the ideas I've gotten from others (and Brewer that definitely includes you) unlike many of the shrill investment sites.