Many years ago, in the last recession, I penned a column here that set up a ‘survival’ portfolio. It held shares in a water company, a mattress company, a company that makes oxygen tanks and so on. Results were pretty good!
Now that we are back in another recession (not official yet, but who are we kidding?) we thought we would lay out a potential COVID-19 stock portfolio of five stocks whose shares might do well in a long lockdown. Buyers beware: some of these stocks have run hard already, and in a post-COVID world might seriously underperform. But for now, at least, they are looking good. Plus, it is usually a very good sign for a stock to rise while the rest of the world is retrenching, regardless of what’s going on. Here goes:
Netflix (NFLX on Nasdaq)
Of course, sometimes stocks are easier to pick than others. With