Originally posted on jessy.io.

March 1st.

I am not a professional, nor am I a pro with stocks. These are just my amateur thoughts regarding COVID-19 and the stock market.

We have seen a "drunk" market in the US (and globally) for the past few weeks. However, the general directions I see are buying before certain industries take off, selling them at a certain point, and using the profit to buy when certain industries are grossly undervalued now.

• Industries to keep an eye on:
  • Remote working software (e.g., Zoom, Slack
  • Delivery services (e.g., Grubhub
  • Entertainment (e.g., Netflix, Bilibili
  • Medical companies - this one is more controversial (e.g., Gilead
• Industries to look at when undervalued:
  • Insurance companies
  • Hardware companies
  • Travel/food/airlines/restaurants
  • Oil companies
• However, due to my "lazy" nature, I am still a fan of just buy and hold. I force myself to not check the market after buying for maybe a month from now.