Originally Posted by
Balance
Lockdowns would certainly sort out the strong from the weak, the vulnerable from the beneficiaries - and we have the benefit of last year’s lockdown to learn from.
We all know that companies like HLG with a strong online platform continue to perform during lockdowns.
We also know that the fiscal & monetary stimulus which will be pumped into the economy will cushion many industry sectors, housing in particular.
Now if you have shares in a pure hospitality play like Savor, you may indeed need to take action to reduce exposure before a lockdown happens.