Pfizers Covid-19 Vaccine News Is Pushing These 18 Stocks Up Time To Invest? – Forbes

ANTALYA, TURKEY - NOVEMBER 13: A view of a new type of coronavirus (Covid-19) vaccine is seen within ... [+] trial runs after it was brought from China in Antalya, Turkey on November 13, 2020. Rector of Akdeniz University Prof. Dr. Ozlenen Ozkan voluntarily participated in the tests. (Photo by Orhan Cicek/Anadolu Agency via Getty Images)

Amid some volatility, the U.S. market (S&P 500) has climbed nearly 2.5% in the past week. The triggers? The U.S. elections and, of course, Pfizers PFE announcement of successful Covid-19 vaccine phase 3 trials. The latter is more interesting as it brings recovery hopes for some of the most battered industries - travel, hospitality, energy, real estate, and discretionary retail. Not surprisingly, a particular set of stocks gained the most in this past week. The question is - do they warrant investment now? We help you make this decision with a set of interactive dashboards that can give you fundamental and stock behavior perspectives. So lets look at who gained the most and how you can evaluate them.

Travel & Hospitality Stocks

Needless to say, the travel and hospitality industry is among the worst impacted, as Covid-19 brought business and leisure travel to a halt. So a successful vaccination would mean that people can travel again - putting airplanes, cruises, resorts and hotels back in action. And to do so, theyll make bookings through travel websites once again. This expectation fueled a sharp demand for these stocks during the past week.

Stock (Business): Gain (%) - Act Using Interactive Dashboards

TripAdvisor (Online booking): 14% TripAdvisor Moved 14% - What Next?

Expedia (Online booking): 14% Expedia Moved 14% - What Next?

Boeing (Airplane manufacturing): 12% Boeing Moved 12% - What Next?

Royal Caribbean (Cruiseline): 13% Royal Caribbean Cruises Moved 13% - What Next?

Carnival Corp (Cruiseline): 5% Carnival Moved 5% - What Next?

Wynn Resorts (Gaming and casino): 8% Wynn Resorts Moved 8% - What Next?

Norwegian Cruise Lines (Cruiseline): 9% Norwegian Cruise Line Moved 9% - What Next?

Energy Stocks

Another industry terribly hit by Covid-19 is energy. Decline in travel, lockdown, and working from home meant significantly reduced usage of airplanes, cruises, cars, and other vehicles. Transportation accounts for nearly 70% of oil consumption. So a successful vaccine would mean life returning to normal, and demand for fuel bouncing back to pre-Covid levels. As a result, some of the oil & gas producers and fuel marketing companies saw their stock jump sharply during the recent week.

Stock (Business): Gain (%) - Act Using Interactive Dashboards

Cimarex Energy (Oil & gas): 14% Cimarex Energy Moved 14% - What Next?

Diamondback Energy (Oil & gas): 21% Diamondback Energy Moved 21%, What Next?

Valero Energy (Petroleum refining & marketing): 20% Valero Energy Moved 20% - What Next?

Phillips 66 (Fuel transportation & marketing): 14% Phillips 66 Moved 14% - What Next?

Occidental Petroleum (Oil & gas): 8% Occidental Moved 8% - What Next?

Real Estate Stocks

Real estate investment trusts, which operate income generating real-estate such as offices, apartment buildings, warehouses, hospitals, shopping centers, and hotels, were another casualty of the pandemic. The demand for leased commercial space weakened significantly, vacancy rates rose, and rent collection came down. But that could change as the economy gets back in gear - contingent on successful Covid-19 vaccination of the masses. This expectation led to a surge in some REIT stocks.

Stock (Business): Gain (%) - Act Using Interactive Dashboards

Kimco Realty (Real estate investment trust): 28% Kimco Realty Moved 28% - What Next?

Federal Realty Investment Trust (Real estate investment trust): 18% FRT Moved 18% - What Next?

SL Green Realty (Real estate investment trust): 15% SL Green Realty Moved 15% - What Next?

Boston Properties (Real estate investment trust): 17% Boston Properties Moved 17% - What Next?

Retail Stocks

While the online channel is gaining share, retail sales generally tend to be primarily about store traffic, which suffered a blow as lockdown measures led to store closures. Compounded by increased unemployment, the impact was especially high on discretionary spending. No doubt stocks such as that of beauty retailer Coty COTY and luxury chain Nordstrom JWN surged last week as investors felt upbeat about the vaccine and consequently, about an accelerated economic revival.

Stock (Business): Gain (%) - Act Using Interactive Dashboards

Coty Inc (Beauty products): 33% Coty Inc. Moved 33% - What Next?

Nordstrom (Luxury departmental stores): 24% Nordstrom Moved 24% - What Next?

Trefis

While the above stocks can present opportunity, here is a portfolio that has outperformed the market consistently in the past. Check out our high quality portfolio to beat the market, with over 100% return since 2016, versus 55% for the S&P 500. Comprised of companies with strong revenue growth, healthy profits, lots of cash, and low risk, it has outperformed the broader market year after year, consistently.

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Pfizers Covid-19 Vaccine News Is Pushing These 18 Stocks Up Time To Invest? - Forbes