Fra Forbes Advisor:
"It's probably safe to say that no one had "global pandemic" on their 2020 bingo card. But as the dust settles on a year filled with unprecedented developments medical, economic and political, it's time to look ahead to 2021 and the equity investing opportunities it offers.
What Are the Best Stocks to Buy in 2021?
Given the strong possibility of economic recovery in 2021, it might be tempting to fill up your portfolio with every laggard stock that got crushed during the pandemic in 2020. But the new year doesn't promise any less uncertainty than its predecessor, so investors should remain cautious, as always.
"The unknown question is how people will react to taking the vaccine, and how quickly people will feel comfortable returning to some semblance of normality," says Judith Lu, founder of Blue Zone Wealth Advisors.
This suggests caution when picking the stocks that will be poised for a big rebound in 2021. Major brokerages, such as Wells Fargo, UBS and J.P. Morgan, and the experts we've interviewed for this piece, offered a nuanced look at the 2021 outlook.
Just remember, the 2021 stocks listed below are merely suggestions based on expected macroeconomic trends. Think of them as thoughtful advice about the year to come as they are not in any ways recommendations to buy a particular stock.
Use these lists to spark ideas and help you identify opportunities in different sectors. Always research and thoroughly understand a company before you buy its stock.
Consumer Discretionary Stocks for 2021
Why? Consumer discretionary stocks suffered under economic shutdowns in 2020, and they stand to gain after the Covid-19 vaccine makes social events safer and more accessible.
Entertainment and Parks
By and large, entertainment businesses that own venues and theme parks suffered badly in 2021. With an economic reopening on the horizon, foot traffic may return when a vaccine makes it safer for people to enjoy social activities in public. These three stocks have the potential to be bought at a discount now for upside later on as the economy reopens.
Dave and Buster's (PLAY)
Live Nation Entertainment (LYV)
Six Flags (SIX)
Restaurants
If any industry's suffered this year, it's restaurants. In 2020, this sector has bounced between closed, to open for deliveries only, to outdoor dining, to closed again. That meant rituals like the daily chai latte were relegated to the drive-thru. Businesses regrouped and replicated an in-restaurant experience via delivery and outdoor dining, which incurred costs.
Stocks for major restaurant and coffee chains, then, can be bought at a discount now, with the prospect of customers returning as the economy opens back up.
Restaurant Brands International (QSR)
Shake Shack (SHAK)
Starbucks (SBX)
U.S. Foods (USFD)
Retailers
Retail-especially brands that were less well-equipped to pivot to e-commerce-got hit hard by the pandemic. Not only were people not visiting malls or buying work clothes, but fashion as a whole was reduced to sweatpants and leisurewear, sending many fashion retailers into a prolonged dip.
With retail, investors should be on the lookout for brands that continue to support trends that began in the pandemic, like home improvement names as folks continue to work from home-some permanently-as well as retailers that offer discounted or flexible retail experiences.
Aaron's Furniture (AAN)
Big Lots (BIG)
Croc's (CROX)
Lowe's (LOW)
Energy Stocks for 2021
Why? Because the world runs on power, and green power in particular is primed to be rewarded.
The world is changing the way energy is produced, and pandemic-related shifts in consumption patterns have only accelerated the changes. Lower carbon and carbon-free production is on the rise, so look to companies that could stand to gain from their contributions to California's new electric vehicle mandate. In addition, check out energy stocks that offer above-average dividends to help bolster other sectors in your portfolio that might be good buys at today's discounts, yet need a longer runway to show returns at more normal levels.
Diamondback Energy Inc. (FANG)
Pioneer Natural Resources (PXD)
Plug Power (PLUG)
Williams Companies (WMB)"
Læs mere....
https://www.forbes.com/advisor/investing/best-stocks-2021/?utm_source=TWITTER&utm_medium=social&utm_content=4335565775&utm_campaign=sprinklrForbesMainTwitter
"It's probably safe to say that no one had "global pandemic" on their 2020 bingo card. But as the dust settles on a year filled with unprecedented developments medical, economic and political, it's time to look ahead to 2021 and the equity investing opportunities it offers.
What Are the Best Stocks to Buy in 2021?
Given the strong possibility of economic recovery in 2021, it might be tempting to fill up your portfolio with every laggard stock that got crushed during the pandemic in 2020. But the new year doesn't promise any less uncertainty than its predecessor, so investors should remain cautious, as always.
"The unknown question is how people will react to taking the vaccine, and how quickly people will feel comfortable returning to some semblance of normality," says Judith Lu, founder of Blue Zone Wealth Advisors.
This suggests caution when picking the stocks that will be poised for a big rebound in 2021. Major brokerages, such as Wells Fargo, UBS and J.P. Morgan, and the experts we've interviewed for this piece, offered a nuanced look at the 2021 outlook.
Just remember, the 2021 stocks listed below are merely suggestions based on expected macroeconomic trends. Think of them as thoughtful advice about the year to come as they are not in any ways recommendations to buy a particular stock.
Use these lists to spark ideas and help you identify opportunities in different sectors. Always research and thoroughly understand a company before you buy its stock.
Consumer Discretionary Stocks for 2021
Why? Consumer discretionary stocks suffered under economic shutdowns in 2020, and they stand to gain after the Covid-19 vaccine makes social events safer and more accessible.
Entertainment and Parks
By and large, entertainment businesses that own venues and theme parks suffered badly in 2021. With an economic reopening on the horizon, foot traffic may return when a vaccine makes it safer for people to enjoy social activities in public. These three stocks have the potential to be bought at a discount now for upside later on as the economy reopens.
Dave and Buster's (PLAY)
Live Nation Entertainment (LYV)
Six Flags (SIX)
Restaurants
If any industry's suffered this year, it's restaurants. In 2020, this sector has bounced between closed, to open for deliveries only, to outdoor dining, to closed again. That meant rituals like the daily chai latte were relegated to the drive-thru. Businesses regrouped and replicated an in-restaurant experience via delivery and outdoor dining, which incurred costs.
Stocks for major restaurant and coffee chains, then, can be bought at a discount now, with the prospect of customers returning as the economy opens back up.
Restaurant Brands International (QSR)
Shake Shack (SHAK)
Starbucks (SBX)
U.S. Foods (USFD)
Retailers
Retail-especially brands that were less well-equipped to pivot to e-commerce-got hit hard by the pandemic. Not only were people not visiting malls or buying work clothes, but fashion as a whole was reduced to sweatpants and leisurewear, sending many fashion retailers into a prolonged dip.
With retail, investors should be on the lookout for brands that continue to support trends that began in the pandemic, like home improvement names as folks continue to work from home-some permanently-as well as retailers that offer discounted or flexible retail experiences.
Aaron's Furniture (AAN)
Big Lots (BIG)
Croc's (CROX)
Lowe's (LOW)
Energy Stocks for 2021
Why? Because the world runs on power, and green power in particular is primed to be rewarded.
The world is changing the way energy is produced, and pandemic-related shifts in consumption patterns have only accelerated the changes. Lower carbon and carbon-free production is on the rise, so look to companies that could stand to gain from their contributions to California's new electric vehicle mandate. In addition, check out energy stocks that offer above-average dividends to help bolster other sectors in your portfolio that might be good buys at today's discounts, yet need a longer runway to show returns at more normal levels.
Diamondback Energy Inc. (FANG)
Pioneer Natural Resources (PXD)
Plug Power (PLUG)
Williams Companies (WMB)"
Læs mere....
https://www.forbes.com/advisor/investing/best-stocks-2021/?utm_source=TWITTER&utm_medium=social&utm_content=4335565775&utm_campaign=sprinklrForbesMainTwitter
20/12 2020 02:19 tommycarstensen 2
89376 Interessante valg:
Entertainment and Parks
Restaurants
Retailers
Energy
Det kraever selvfoelgelig en figur
Se udvikling i omsaetning de seneste tre corona-kvartaler for de fire kategorier i vedhaeftede figur. Klik paa billedet for at goere det stoerre. Bemaerk, at det er ikke-organisk vaekst, der ikke tager hensyn til opkoeb og frasalg.
Jeg tweetede forresten om restauranterne for en uges tid siden:
https://twitter.com/carstensenfin/status/1337095386440364041
Jeg koebte fra de naevnte kategorier bl.a. selv ski-sports-virksomheden Vail Resorts ($MTN), Lowe's ($LOW), Ollie's ($OLLI), Domino's ($DPZ), Starbucks ($SBUX) og et par MLPs tilbage i marts/april, men jeg har dog solgt en del af det igen. Det meste er desvaerre steget temmelig synkront siden marts, saa der naesten ingen muligheder er tilbage i dette marked :-/
Entertainment and Parks
Restaurants
Retailers
Energy
Det kraever selvfoelgelig en figur
Se udvikling i omsaetning de seneste tre corona-kvartaler for de fire kategorier i vedhaeftede figur. Klik paa billedet for at goere det stoerre. Bemaerk, at det er ikke-organisk vaekst, der ikke tager hensyn til opkoeb og frasalg.Jeg tweetede forresten om restauranterne for en uges tid siden:
https://twitter.com/carstensenfin/status/1337095386440364041
Jeg koebte fra de naevnte kategorier bl.a. selv ski-sports-virksomheden Vail Resorts ($MTN), Lowe's ($LOW), Ollie's ($OLLI), Domino's ($DPZ), Starbucks ($SBUX) og et par MLPs tilbage i marts/april, men jeg har dog solgt en del af det igen. Det meste er desvaerre steget temmelig synkront siden marts, saa der naesten ingen muligheder er tilbage i dette marked :-/
20/12 2020 03:17 tommycarstensen 189378 Her i stedet farvet ift fremadrettet P/E og industri. Jeg kan ikke vedhaefte ("Forbidden" "You don't have permission to access this resource."), saa her link i stedet.
Fremadrettet P/E:
https://www.midgardfinance.com/misc/helge3.png
Industri:
https://www.midgardfinance.com/misc/helge2.png
Fremadrettet P/E:
https://www.midgardfinance.com/misc/helge3.png
Industri:
https://www.midgardfinance.com/misc/helge2.png
22/12 2020 21:43 Mads83 089438 I tråd med samme: https://jyllands-posten.dk/international/ECE12647371/britisk-adfaerdsforsker-liv-og-nye-broelende-20ere-naar-pandemien-er-overstaaet/
