Five coronavirus winners (two from the portfolio and three newcomers)

The Dow Jones is consolidating. Fears of a bubble are misplaced. It has rallied from the panic lows of mid-March but is still well off the highs, which seems like a reasonable response to the current set of circumstances. Virus cases are rising in some states and in some countries so the pandemic is still happening but countries in Europe and key cities like New York and London are well past the worst.