Here Are 29 ‘Get Out And Go’ Stocks For The End Of Coronavirus Quarantine

Despite the coronavirus continuing to weigh heavily on the U.S. economy, a slowdown in new cases has made Wall Street more optimistic about eventually re-opening the economy. 

Here are 29 stocks—aside from the obvious hotels, restaurants, airlines—that will benefit from pent-up consumer demand once widespread quarantine orders are lifted, according to JC O’Hara, chief market technician for MKM Partners.

Travel

• The first two stocks of O’Hara’s ‘get out and go’ portfolio are ridesharing companies Uber and Lyft on the premise that both will see a rebound in ridership once the stigma about using them during the coronavirus pandemic starts to fade away and customers are back in droves.
• O’Hara also expects Americans to come out of quarantine looking for outdoor activities; leisure travel stocks like Harley-Davidson
  HOG
  and Winnebago Industries
  WGO
  could rebound when consumers start spending money again.
• Another stock that is due for a rebound as auto traffic picks up is WEX Inc.
  WEX
  , which manages a wide network of go-fuel cards and owns various merchandise stands at gas stations.
• When widespread travel eventually becomes safe again after coronavirus, O’Hara expects companies like Samsonite to see resurgent demand from consumers buying more suitcases and luggage.
• Outfront Media, a real estate investment trust that sells advertisements in buses, subways and on billboards, will likely rebound as quarantine orders are lifted, as it can start charging normal prices for ads again.
• Another stock that benefits from O’Hara’s ‘get and go’ theme is the Sabre Corporation, a travel technology company which facilitates ticketing for airline, hotel and travel agency customers.
• Once people are comfortable traveling to new places again, that means they’ll likely be renting cars: Shares of Hertz and Avis, both down nearly 80%, are subsequently due for a rebound.

Outdoor Fitness

• As Americans eventually resume recreational outdoor activities like hiking and playing sports, O’Hara sees retailer Dick’s Sporting Goods
  DKS
  and YETI Holdings, maker of outdoor thermoses and coolers, as two stocks that stand to benefit from pent-up demand.

Health and Beauty

• Everyone will undoubtedly want to look their best once the quarantine is lifted: Retailers like Ulta Beauty
  ULTA
  should subsequently see a rebound in business as demand returns for cosmetics and beauty products.
• Similarly, with people under lockdown for months on end, many will be in dire need of haircuts. Regis Corporation, a leading operator of hair salon chains like Supercuts, could benefit.

Business

• With companies likely to extend work from home policies even after the coronavirus crisis is over, several stocks are well-positioned to capitalize on that growing digital trend.
• Included in the ‘get out and go’ portfolio are various cloud computing and business solutions companies: RingCentral, FTI Consulting, J2 Global
  JCOM
  and Citrix Systems
  CTXS
  should all benefit as more businesses offer employees the option to work remotely.

Celebration

• Birthdays and graduation parties will resume and those celebrations are good news for these retailers: Party City Holding Company and foodservice distributor U.S. Foods Holding Corp. will likely see a subsequent rebound in business.
• Online event management and ticketing platform Eventbrite will also benefit from increased social activity.
• Chef’s Warehouse, which provides gourmet food and cooking supplies to restaurants, could see an uptick in sales once the quarantine is over.

Sports

• O’Hara highlights two publicly-traded sports teams (most are privately held) as good bets once competitions resume and fans fill out stadiums: English soccer team Manchester United and MLB team the Atlanta Braves.
• When sports do eventually resume—even if at first behind closed doors, droves of fans will start betting on games again. Sports betting company Penn National Gaming
  PENN
  , which also owns casinos and racetracks, is a likely beneficiary once this happens.
• The Madison Square Garden Company, which operates the storied venue of the same name—and owns teams like the NBA’s New York Knicks and the NHL’s New York Rangers, will eventually rebound in the long-term once people go back to attending live events and sports games.

Online Education

• O’Hara expects remote learning to continue to some extent after the quarantine is lifted. The largest online education company by market cap, Chegg is set to benefit in this space.

Gardening

• Gardening will be another ‘get out and go’ activity that sees an uptick, according to O’Hara’s portfolio. He lists both ScottsMiracle-Gro and Central Garden & Pet Company as good bets in this space.

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