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Epicenter

Covid must hurt stocks

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated February 12, 2020. We’ve republished it here in order highlight it for our valued subscribers.

STRATEGY: Updating Epicenter Trifecta List –> +21 new ideas (-10 deletions) or +11 net addsThe case for being Cyclically-tilted is strengthening:– Vaccine rollout set to accelerate– US cases collapsing– US economy set to re-open– US corporates reset cost structures = strong operating leverage– US credit markets strong = cost of ...

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