Record Covid Wave Spurs Fresh Interest in Delivery Stocks (DELHY, TWOH, UBER, GRUB, LYFT, DASH, AMZN)

The Omicron variant continues to drive the headlines for the pandemic. Cases and hospitalizations related to Covid-19 are now both at all-time highs on a 7-day rolling average basis. In fact, according to the nation’s leading infectious disease expert, it’s going to get a whole lot more pervasive. “Omicron, with its extraordinary, unprecedented degree of […]

As Covid Cases Swell Get Food Delivery Stocks on the Radar (GRUB, TWOH, DASH, DELHY, UBER, AMZN, LYFT)

We have seen an explosion in new Covid cases over recent weeks across the developed world. In the US, the 7-day average for new cases has grown from approximately 70k per day to nearly 160k per day in the past two months. That doesn’t even really count the hyper-contagious new Omicron variant, which promises to […]

Spotlight on Delivery Stocks as Omicron Takes Center Stage (DELHY, TWOH, UBER, GRUB, LYFT, DASH)

As the Omicron variant starts to take over the headline feed around Covid, investors are left with the need to diversify back into stories that work in pandemic restricted world. The data is unclear, but the broad market sell-off has yet to surface into the divide that defines the Covid winners versus the Covid losers. […]