Who's going to do well?

Trevor_Edwards

Another downturn, seen it all before...probably a big one this time.

Supermarkets are doing well.
Online sales in general must be good too.

Who are the less obvious ones to do well over the coming months and so will be good investments?

Thrugelmir

A downturn of a magnitude that none of us has witnessed before. The dearth of company updates and reporting is making life very difficult for investors. 

Alistair31

Those who don’t die might consider themselves to have done welll.

Prism

The stuff that will do well is likely yo be the stuff that already has done well - Veeva (life science cloud software), Ambu (single use endoscopes), Reckitt (Dettol, Harpic)
There is rarely an idea that other investors haven't already thought of

Duckyduck

Supermarkets have a lot of additional costs, so actually might not do so well from all this.  Medical manufacturing, Pharmaceuticals, Telecom and IT software and security are probably getting a boost that isn’t just timing. 

Thrugelmir

Duckyduck said:

Supermarkets have a lot of additional costs, so actually might not do so well from all this.  Medical manufacturing, Pharmaceuticals, Telecom and IT software and security are probably getting a boost that isn’t just timing. 

Tesco operates the Booker wholesaler. Being closed no help to financial performance. 

kinger101

Manufacturers of garishly coloured lycra will do well.

kuratowski

Yes quite, apparently there is a boom in the sale of bicycles:
https://www.ft.com/content/ffb7889a-93d6-4fe2-aa9c-81c5755d6d7d
And condoms:
https://www.ft.com/content/80e11807-3e0d-4867-9b42-bbe959a071a9

Something for everyone 

kinger101

kuratowski said:

Yes quite, apparently there is a boom in the sale of bicycles:
https://www.ft.com/content/ffb7889a-93d6-4fe2-aa9c-81c5755d6d7d
And condoms:
https://www.ft.com/content/80e11807-3e0d-4867-9b42-bbe959a071a9

Something for everyone 

Guess people have to burn off all those excess calories from the stockpilled pasta one way or another. 

Alistair31

Having a “release” is good for the immune system, or so I read...

Malthusian

If a company is certain to do well it's already priced into their share price, so it's no better an investment than it was before coronavirus.

People are hopeless at predicting which shares will do well under given circumstances, even when those circumstances are already here. A good example is people claiming that funeral directors will do well out of Covid (funeral directors are struggling under lockdown, and the vast majority of people killed by Covid were about to buy a funeral anyway).

Also supermarkets - a cyclical business which will be hit by the general downturn, and stockpiling is no help because if you buy lots of toilet roll today you buy less next week - it doesn't go off.