During the COVID-19 pandemic, Tom Lee of Fundstrat pleaded with his clients to acquire the actions of the “epicenter” in anticipation of a successful vaccine in development.
The “Epicenter” movements are those that were affected highs since the beginning of the pandemic and now benefit from the reopening of the economy, come with airlines, casinos, restaurants, etc.
Lee was able to win a small victory circular on Monday, after news of a success of the COVID-19 vaccine developed through Pfizer and BioNtech drove to an increase of approximately 10% in the stock basket of the “epicenter”.
According to Lee, that an expansion stock rotation to cyclical stocks, investors will buy the “epicenter” stocks with the $ 4. 5 trillion in money on the margins.
“Keep stocks of the ‘dictionary’ as it comes from the gap,” Lee explained.
Lee hopes that “generational expansion” will continue with many of the megacapitalization expansion actions that flourished during the pandemic.
“After all, in this pandemic, many have “dictionary words” and that probably means they have the strength to stay,” Lee said.
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1. Zoom
2. Netflix
3. Microsoft
5. Peloton
Sixth Amazon
Seventh Google
Eighth snap
“These are fundamental to our lives and will remain useful even after the pandemic ends,” Lee said.
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