Death Rates Falling.... Old Economy Stocks Going To Rise?

 Look at the trend of infections and deaths. It is declining. We have winter months coming so I would not be overly hopeful at this point. But I am hopeful. Therapeutic treatments are improving. Vaccine is on the way. We may still end up with 1 to 2 million deaths, but the worst appears to be over for now. 

Many talked about "stay-at-home" stocks, tech stocks rallying. The rally could be over when there are signs of tapering down of the pandemic. When we can see the end of this disaster, the old economy stocks will finally recover. 


I'm looking at the following stocks, adding more positions to:

1. 3M

2. Lockheed Martin. 

3. Booking Holdings (travel booking stock that will eventually come good). 

4. Facebook (old economy but fair value adjusted up to USD350).

5. Boeing (finally make good as travel business returns). 

6. Schlumberger (oil and gas will recover due to travel business returns).



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