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-Basically all gambling stocks (PENN, DKNG, MGM in particular)

-Capri Holdings (CPRI); steadily on the way up, not sure how much retail will be effected, but this is higher end retail. I’d be less inclined to buy a $1000 purse for my wife online - I’d rather see it before I buy it. However, maybe shutting down some outlets will save some $$ from a real estate standpoint.

-BLMN; still a favorable buy in point from a $$ perspective, showing good growth and have a history of successful off premise dining operations, which is more important than ever right now.

  • REITs, in particular NYMT and O. I’ve never read a bad report on O tbh, but expensive. NYMT has a much more palatable buy in point and was a very stable stock before all this. Lots of things will come and go, mortgages will never leave.

  • ALLY; always on my watch list, no real rhyme or reason why.

-BONUS: bought in to BA @ $155, trying to decide when to get out. I’m holding EADSY since they were becoming the dominant name in commercial air production before all this.

Thoughts? Any other leads?

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4 years ago