{"id":50943,"date":"2020-06-15T09:17:31","date_gmt":"2020-06-15T13:17:31","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=50943"},"modified":"2020-06-15T09:17:31","modified_gmt":"2020-06-15T13:17:31","slug":"figure-on-many-more-months-of-quarantining-at-home-theres-news-of-a-new-wave-in-china-here-are-some-stay-at-home-stocks","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=50943","title":{"rendered":"Figure on many more months of quarantining at home. There&#8217;s news of a new wave in China. Here are some Stay-at-Home stocks."},"content":{"rendered":"<div class=\"c-article-meta c-article-meta--ideas\">\n<p style=\"text-align: left;\">I study the virus \u201cscene.\u201d I am now convinced Susan and I could be quarantining for another year right where we are now \u2013 without going traveling anywhere. To wit:<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">1.\u00a0\u00a0\u00a0 There is no cure.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">2.\u00a0\u00a0\u00a0 There is no vaccine.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">3.\u00a0 \u00a0 There is little contact tracing. Hence outbreaks are hard to stop.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">4.\u00a0 \u00a0 The Administration has completely stepped away from having any role in dealing with this pandemic. Amongst other useful goals: It&#8217;s focused on planning next week&#8217;s election rally in Tulsa.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">5.\u00a0 \u00a0Everyone and their uncle has cabin fever, and are taking their personal precautions less seriously \u2013 not wearing masks, not six foot distancing, not regular hand washing etc. Hence, there will be a second wave. Apparently it&#8217;s already happened this morning. (I wrote this Sunday. The second wave will be more serious than the one we\u2019re in at present.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">6.\u00a0 \u00a0Getting Covid-19 sucks. The disease is just plain awful. Even if you don\u2019t die from it, you clearly don\u2019t want it. Whether you&#8217;re young or old. But Susan and I are in the most vulnerable demographic. If we get it, we could die. What would we do for an encore?<\/p>\n<p style=\"text-align: left;\">I\u2019m perfectly happy rattling around our comfortable house in Columbia County, NY for the next 12 months without going anywhere \u2013 like places we&#8217;d planned on visiting &#8212; Hawaii, Europe and Australia.<\/p>\n<p style=\"text-align: left;\">Susan and I have thought about swapping our New York apartment for a smaller, cheaper one. New York City ain\u2019t going to be New York &#8212; theater, business meetings, conventions, seminars, restaurants, ballet, shopping, fun friends\u00a0 &#8212; for years.<\/p>\n<p style=\"text-align: left;\">Our apartment in New York City has dropped in value. But our house in the county has risen in value. I doubt that one rise will match the other&#8217;s drop.<\/p>\n<p style=\"text-align: left;\"><em>The New Normal<\/em> is where we are today. And where we\u2019ll be in 12 months.<\/p>\n<p style=\"text-align: left;\">I&#8217;m not depressed. Long-term my favorite city, New York, will bloom. It always has. For that forecast, I&#8217;m grateful to Taylor Swift:<\/p>\n<p><iframe loading=\"lazy\" width=\"690\" height=\"388\" src=\"https:\/\/www.youtube.com\/embed\/2jywyUCCjQE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: left;\">This wasn&#8217;t recorded in 1989. It comes from her album called 1989.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Stay at home stocks<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">They&#8217;re coming back. Grab them on weakness. We&#8217;re focused on Zoom, Shopify, Amazon, Adobe, Alibaba, Crowdstrike, DocuSign, Facebook, Microsoft, SalesForce, Square, TelaDoc, The Trade Desk (TTD), Twilio, and Zscaler.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Some depressing reading<\/strong><\/span><\/p>\n<p class=\"c-dek c-dek--ideas\" style=\"text-align: left;\">From the Atlantic:<\/p>\n<p class=\"c-dek c-dek--ideas\" style=\"padding-left: 30px; text-align: left;\"><strong>The Virus Will Win<\/strong><br \/>\nAmericans are pretending that the pandemic is over. It certainly is not.<\/p>\n<\/div>\n<p style=\"text-align: left;\">Click <a href=\"https:\/\/www.theatlantic.com\/ideas\/archive\/2020\/06\/virus-will-win\/612946\/\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/p>\n<p style=\"text-align: left;\">From Conde Nast Traveler.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\"><strong>How Clean Is the Air on Planes?<\/strong><br \/>\nApprehension about aircraft cabin air predates the current coronavirus crisis.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">Answer not very clean.<\/p>\n<p style=\"text-align: left;\">Click <strong><a href=\"https:\/\/www.cntraveler.com\/story\/how-clean-and-safe-is-a-planes-cabin-air\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/strong><\/p>\n<p style=\"text-align: left;\">From the Boston Globe:<\/p>\n<p style=\"padding-left: 30px; text-align: left;\"><strong>Venturing out?<\/strong><br \/>\nHere\u2019s how to reduce risk of COVID-19 infection, according to the CDC.<\/p>\n<p style=\"text-align: left;\">Click <strong><a href=\"https:\/\/www.bostonglobe.com\/2020\/06\/13\/nation\/venturing-out-heres-how-minimize-risk-covid-19-infection-according-cdc\/?s_campaign=coronavirusnow:newsletter\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/strong><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Life continues<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">This was May 20. Our four baby Robins left us a a couple of days later.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-50738\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/05\/three-healthy-robins-750x426.jpg\" alt=\"\" width=\"750\" height=\"426\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/05\/three-healthy-robins-750x426.jpg 750w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/05\/three-healthy-robins-768x436.jpg 768w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/05\/three-healthy-robins.jpg 889w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n<p style=\"text-align: left;\">The nest lay empty for a few days, while we agonize &#8220;She&#8217;s abandoned us.&#8221;<\/p>\n<p style=\"text-align: left;\">But no. Yesterday look what we spied. Our Mother Robin is back.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-50959\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/06\/three-eggs.jpg\" alt=\"\" width=\"450\" height=\"452\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/06\/three-eggs.jpg 450w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/06\/three-eggs-150x150.jpg 150w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/p>\n<p style=\"text-align: left;\">Seven and counting. She&#8217;s on her way to making ten babies this season.<\/p>\n<p style=\"text-align: left;\">It&#8217;s incredibly exciting. Life goes on.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Love this<\/strong><\/span><\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-50952\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/06\/perfect-person.jpg\" alt=\"\" width=\"450\" height=\"278\" \/><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Staying alive <\/strong><\/span><\/p>\n<p style=\"text-align: left;\">Yesterday, my 92nd consecutive tennis game this quarantine.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-50960\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/06\/Harry-tennis-at-92.jpg\" alt=\"\" width=\"450\" height=\"340\" \/><\/p>\n<p style=\"text-align: left;\">Keys to staying alive:<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ Daily exercise.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ Eat in moderation (whatever that is)<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ Regular naps. Twice a day is perfect.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">+ Cash in bank. Today&#8217;s stockmarket can give us heavy agita. Don&#8217;t play it. Don&#8217;t panic. But don&#8217;t have next month&#8217;s living expenses contingent on whether Amazon goes up or or down a few shekels (which it will).<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>The big change. The big message.<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">The BIG lesson so far is <span style=\"color: #000000;\"><strong>Diversification huge sense.<\/strong><\/span><\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ Residential rents are being paid country-wide and are largely up to date, except for New York City, which lags. Working with tenants is key.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ Construction projects are difficult, because banks are skittish. But switching from condo to rental may help.<\/p>\n<p style=\"padding-left: 30px;\">+ No one knows what might happen to offices. Some people say people will work at home. Hence they&#8217;ll need less office space. Others say they&#8217;ll need more space to accommodate social distancing.<\/p>\n<p style=\"padding-left: 30px;\">+ An amazing number of people are looking for solid real estate to buy. Unsolicited offers are springing up &#8212; even in the middle of this virus mess.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ There&#8217;s the usual collection of stocks to stay away from &#8212; energy, airlines, cruise lines, most retailers, etc.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ Debt is becoming a serious issue. Too much debt. The number of so-called zombie companies\u00a0is spiking and could soon represent more than one in five U.S. firms, thanks to the coronavirus pandemic. What it means:\u00a0&#8220;Zombies&#8221; are firms whose debt servicing costs are higher than their profits but are kept alive by relentless borrowing.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ Rich large tech companies see today as a great opportunity to expand. Read Sunday&#8217;s cover story:<\/p>\n<p style=\"padding-left: 60px; text-align: left;\"><strong>The Economy Is Reeling. The Tech Giants Spy Opportunity.<\/strong><br \/>\nMany companies are retreating. But Amazon, Apple, Facebook, Google and Microsoft are placing bets to get even bigger.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">Click <a href=\"https:\/\/www.nytimes.com\/2020\/06\/13\/technology\/facebook-amazon-apple-google-microsoft-tech-pandemic-opportunity.html?searchResultPosition=2\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Today in quarantine<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">I&#8217;m playing tennis in an hour. Then, for breakfast, eating a bagel with too much delicious cream cheese. I&#8217;ve put on four pounds. Two of my more intelligent friends have each lost 10-12 pounds.<\/p>\n<p style=\"text-align: left;\">I&#8217;ll read and study. The weekend&#8217;s review Richard Haas&#8217; new book, &#8220;<em>The world. A brief introduction&#8221;<\/em> has the following paragraph:<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">Another big theme is the widening gap between the desire of governments to guard their sovereign prerogatives and the inescapability of global problems that can be addressed only through shared sacrifice and the empowerment of international institutions. The \u201cVegas rule\u201d \u2014 what happens in a single nation stays there \u2014 \u201cdoes not apply in today\u2019s global world,\u201d he quips. Greenhouse gases, economic downturns and extremist ideologies, to name just three examples, respect no borders and defy the best efforts of nations to insulate themselves.<\/p>\n<p style=\"padding-left: 30px; text-align: left;\">The same goes for epidemic diseases.<\/p>\n<p style=\"text-align: left;\">Stay well.<\/p>\n<p style=\"text-align: left;\">See you tomorrow &#8212; <em>Harry Newton<\/em><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>I study the virus \u201cscene.\u201d I am now convinced Susan and I could be quarantining for another year right where we are now \u2013 without going traveling anywhere. To wit: 1.\u00a0\u00a0\u00a0 There is no cure. 2.\u00a0\u00a0\u00a0 There is no vaccine. 3.\u00a0 \u00a0 There is little contact tracing. Hence outbreaks are hard to stop. 4.\u00a0 \u00a0 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-50943","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/50943","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=50943"}],"version-history":[{"count":19,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/50943\/revisions"}],"predecessor-version":[{"id":50967,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/50943\/revisions\/50967"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=50943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=50943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=50943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}