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Resilient Covid-19 plays for more economic misery

Our Garp screen highlights companies that could prove resilient amid fresh lockdown speculation
September 21, 2020

Britain is groaning at the mention of more lockdowns and some of the companies scoring best on our growth at a reasonable price (garp) screen this month are those which shrugged off the last break on normal life.

  • The top ranker on our FTSE All Share screen is IT infrastructure firm Computacenter (CCC), which has seen demand for its products rise as companies adapt to the pandemic.
  • Injectables specialist Hikma Pharmaceuticals (HIK) has also experienced a boost in sales due to Covid-19 and, while investors need to do their homework beyond a stock screen, it’s not an unreasonable assumption that this trend will continue if a vaccine for coronavirus is found and needs to be injected.
  • On Aim, mining stocks continue to do well on the back of investors’ enthusiasm for precious metals, but while the growth is reasonably priced, it’s still important to tread carefully.
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