Came across this article that states the impact of Coronavirus may not be uniformly negative on companies in all sectors. https://www.computereconomics.com/article.cfm?id=2788 In particular, it lists out the following (types of) companies that may benefit in the short-term: Big retailers, like - Walmart - Target - (Amazon?) Companies that enable remote working: - Zoom - Atlassian - Microsoft - Slack - ZOHO On the negative side, travel, hospitality, and energy sectors seem to be hit particularly bad. Thoughts?
Anyone doing online sales, including Amazon but not just. Nike has strong online sales and their stock rocketed today, eg Brick and mortar are going to get pounded Travel industry ded
Wayfair is doing great