Quote:
Originally Posted by trevesty
You bought in at an insanely massive valley and are expecting similar returns going forward? Not gonna happen, pal.  |
That depends.
With all the things going on with the research for the virus there can be big money in Pharma. But picking the players is not easy.
We will see in the next 12 months a number of almost unknown companies release new data and they will boom at least for a little while.
This virus has also forced companies to rethink how they deliver to the customer. Some will survive others not. But there will be competitors for the biggest. And dont think just amazing but what about the delivery companies. as that booms so does other things.
Where I live DHL is bringing on new trucks. You can tell by how good of shape they are in. 90% of them are Mercedes. So there is something to look at. DHL has about 285,000 employees so lets say at least 100k trucks and growing. They need to grow to keep smaller companies away. So both DHL and Mercedes will see increases. ( In the period from July to September, the Group increased revenue by 4.7% year-on-year to EUR 15.6 billion.) Might be worth the invest into DHL and Mercedes.