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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (63653)4/6/2020 12:02:24 PM
From: Madharry  Read Replies (3) of 78945
 
I sold out of disney for now. just about everything they own is impacted by the corona virus and i dont see it coming back for a long time. frankly i think the cruise industry is toast. and movie theatres might take a year post vaccines before they start doing business again. i wonder how many of them will survive. espn will also be hampered by no sports for the forseeable future. I dont know about the parks but when i went to disney world there were lines for everything. people were 6 inches from each other standing in those lines. if they continue to enforce social distancing which they should probably should after they reopen capacity could be reduced by 80%. Our lives have really changed. for now i ve decided to have my groceries delivered. at the risk of irritating paul. - social distancing might be the only thing that can save our country.
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