Consumers who never before considered buying certain items online are now doing so. Once they get used to the convenience, that habit will become permanent.
Traders and investors need to focus on stocks that bottom first and show promise for a recovery.
What boggles my mind is DocuSign sitting out there at $15 billion that could work well with HPQ - or Xerox - and their strong free cash flow.
I did look out three months to see if there was maybe an intelligent way to play this name through the options market.
I would rather be long either Amazon, which I am, Costco, which I am, or Walmart, which I am not.
With how much the markets have declined over the past two weeks, I see far better plays out there than Clorox.
The 'new' version of NWL is still comprised of a host of well-known brand names after asset sales reduced debt.
I would lean short (puts) here, but I'm going to opt with a volatility play while also not risking a ton of capital.
I hope that investors remember that actual human beings are the ones purchasing cars, cell phones, and coffee everywhere around the world.
Here's how I'd trade it.