Ultimate Stocks: 3 hospitality companies with a coronavirus exit strategy
Since our initial assessment of the impact of the coronavirus on the 25 companies in our Ultimate Stocks portfolio, the situation has become dramatically worse.
When the companies in our portfolio were reporting on the extent of the potential damage at the end of February, the virus was still largely confined to China. Now, many hundreds of countries worldwide are in lockdown and management teams are starting to go quiet: forecasting the impact of a world in lockdown is an impossible task.
We have split out Ultimate Stocks into five groups, relating to the severity of the impact of coronavirus on…
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