In our 2021 Ideas of the Year issue, we picked out a handful of stocks we labelled ‘Covid Survivors’. These were good companies that had been battered by rolling lockdowns and sector disruption. Many had been forced to take on additional financing, but were looking beyond the immediate pandemic disruption to a potential economic boom and a once-in-a-generation opportunity to take market share from enfeebled competitors.
- Strong long-term management
- Pent-up economic demand
- Fading high-street brand
- Travel recovery could be choppy
- Debt pile has grown
- Expensive against historical metrics