We (Andre) are still working on the web site. Meanwhile I am sending this alert out on Mailchimp and will post it on the web site as well. I have been through the QV for Shares table again and below are more shares that I like. My hunch is that the whole US stock market is poised for another leg higher and maybe not just the US.
Paradoxically, this may reflect a growing realisation that even if we get a vaccine in the next few months it may not be a magic bullet that solves all out problems. When the first world war started they thought it was going to last just a few weeks. It lasted over four years. We may still be adapting to Covid-19 many months from now but that could be positive for technology shares.
The virus and lockdowns have turbocharged the digital transformation of the world economy. As a result the many companies involved in facilitating that transformation are growing faster than ever.
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