What industries are going to thrive post-pandemic?

[ChezCheese:)]

As a spin-off of the Wall Street Bets discusion, what industries / companies do you think are going to rebound and thrive once we get past the pandemic? New infections seem to be going down substantially, and I'm starting to see a light at the end of the tunnel. Which is good because even I have just about gotten to the end of my tolerance for this pandemic stuff.

Some lines may never come back, some consumer habits may have changed for good. Others may snap back as soon as they are allowed or feasible. So looking for a good long-term parking space for your investment monies, what are you considering?

 

[harryS]

Going to the movies will come back. So will sports. Shopping too. The gals love their outfits. At least mine does. I could use a pizza with the guys and a pitcher of beer on a summer afternoon.

Biden's going to inject $1.9T into the economy. Buy the market tomorrow with VTI, Add some QQQ, top 100 tech outfits. You missed out on ROST and KSS. Already rebounded.

 

[Mulezen]

Big Pharma and Alternative energy

 

[Dallant]

I’m looking at whoever comes out ahead in the vaccine wars to produce the yearly shot that many will surely take like they take a yearly flu shot.

 

[harryS]

Having a 95% effective vaccine has not done much for PFE. Probably because the price was set by the Fed's. A Shingles shot is like $220, 10X more than the $20 they get.

The outfits that make the vials and syringes is probably going to be the big winner. 400M syringes a year.

 

[Mulezen]

The new Pharma tech in Covid vaccines will impact other diseases. Also, the THREAT of new viruses will encourage Govt. policies of preparation unlike the recent administration which tore up the response blueprint. Most of the world has yet to have access to Covid vaccines...and Ebola is back on the scene.

 

[Taylor57]

Outdoor dining, delivery services and companies that make affordable home covid tests with instant results...

 

[Mr. Coffee]

Winners:

• Teleconferencing software
• Home office products and products more generally for those who work at home
• Leisure travel closer to home via automobile
• Personal leisure like bicycles, but also camping and hiking
• Food delivery

Losers:

• Conferences and trade shows
• Business travel
• Long-distance leisure travel
• Gyms

Big Losers:

• Cruise ship lines
• Airlines
• Big travel destinations like Disney World

I'm also not one hundred percent sure that dining out, shopping malls, and multiplex movie theaters will come back, and even if they do it will take some years.

 

[ChezCheese:)]

Not sure about going to the movies coming back. Maybe. It seems it was like a dying venue - - every movie that comes out was touted as the biggest grossing film, yet all the theaters have all the same films playing at the same time, so it's not like people have much choice. Art houses and indie theaters are now so rare, compared to the 1970s.

I think there will be a bit of a rebound in international travel, but I think it also won't be like before. Airlines will have to entice people to travel again, and they may not travel as often. Certainly business travel will be less. Cruising is dead in the water, if you'll pardon the expression.

As more and more disasters (fire, flood, landslide, earthquake, tornado, hurricane, pestilence, pandemic, hellacious heat and drought etc) happen more frequently and more intensely, I think people will want to double up on their back-up systems. So whoever supplies those back-up systems should do well.

"The gals love their outfits..." Not sure I agree. I think the lockdown has freed a lot of people from worrying too much about clothes. I don't think it will bounce back to previous levels. It's almost like the pandemic and lockdown have made more clear what is important in life, and more clothes for the closet seems stupid. But then, I was never much of a fashion plate...

 

[ChezCheese:)]

I looked up QQQ, and that brought up something called QLD, which has done twice as well as QQQ, but I am not sure what exactly its description means - - maybe someone can translate: "QLD provides 2x leveraged exposure to a modified market-cap-weighted index of 100 large, nonfinancial stocks listed on NASDAQ."

 

[reed scott]

Not sure about going to the movies coming back. Maybe. It seems it was like a dying venue - - every movie that comes out was touted as the biggest grossing film, yet all the theaters have all the same films playing at the same time, so it's not like people have much choice. Art houses and indie theaters are now so rare, compared to the 1970s.

I think there will be a bit of a rebound in international travel, but I think it also won't be like before. Airlines will have to entice people to travel again, and they may not travel as often. Certainly business travel will be less. Cruising is dead in the water, if you'll pardon the expression.

As more and more disasters (fire, flood, landslide, earthquake, tornado, hurricane, pestilence, pandemic, hellacious heat and drought etc) happen more frequently and more intensely, I think people will want to double up on their back-up systems. So whoever supplies those back-up systems should do well.

"The gals love their outfits..." Not sure I agree. I think the lockdown has freed a lot of people from worrying too much about clothes. I don't think it will bounce back to previous levels. It's almost like the pandemic and lockdown have made more clear what is important in life, and more clothes for the closet seems stupid. But then, I was never much of a fashion plate...

Very good summation. Tough times bring on reevaluation of priorities. I haven't seen a movie on the big screen in over a decade. Just not worth the effort, parking, over priced, crowds, and I can see the movie at home on my 50 inch for almost free inside of a couple Years. I DO miss the occasional dinner out.

 

[ChezCheese:)]

An article in the NYT discussing this very issue: On the Post-Pandemic Horizon, Could That Be … a Boom? https://nyti.ms/3qHD8qh. The comments have lots of interesting perspectives, too.