The Pandemic is a Long-Term Factor (QDEL, APT, BNOW, ABT)

The pandemic won’t always be a pandemic, but the virus is going to with us as an endemic part of life. That’s the message from a new piece on Reuters. Reuters interviewed 18 virus specialists working on the pandemic. According to the piece, the specialists were hopeful that we would be able to totally eradicate […]

Stocks for the Pandemic Long Haul (FLGT, ALST, HOLX)

Scientists are beginning to arrive at the notion that the fight with Covid-19 is not a short raging battle that will be over by summer 2021 but a long-term war that will be waged for many years to come, with a constant need for PPE, testing, vaccine rejiggering, specialized air filtration solutions, and other ‘coping’ […]

Three Stocks for the Battle Ahead (LLY, RXMD, LH)

Eventually, there will be a vaccine.  But, according to the WHO leadership even yesterday, confidence is waning in a “silver bullet” pharma solution for COVID-19. We may be in “coping” mode for quite some time yet.  For investors, that means an increased focus on testing, PPE, and remote process management.  With that in mind, we […]