9 non-banal ideas for investing in a crisis from market experts
Comment by Andrey Berezin, Managing Partner of Raison Asset Management

"We advise our clients to look at some American companies whose shares have fallen due to the coronavirus. Previously, their high costs prevented us from expecting significant returns in the medium term. The crisis has made these stocks more affordable and attractive in terms of profitability. However, investing in companies that can recover quickly after the situation is only worth investing in. These include The Disney Company (The Walt Disney Company) and Brands International Inc., which owns the Burger King restaurant chain. Disney suffers losses due to closed theme parks and postponed movie premieres, but its video content is still in demand. The audience for the streaming video service Disney+ is growing faster than Netflix and already has over 50 million subscribers. As theme parks and cinemas reopen, Disney's stock will rise. As for Restaurant Brands International Inc., the business has suffered less than many restaurant companies. Burger King restaurants have been working on delivery for a long time. There is a Burger King car. After the pandemic, consumers' purchasing power in various countries will decrease due to loss of income, which means that fast food will be in demand as the most affordable food outside the home. This year, it will be worth more than $690 billion. That figure is likely to fall, but it will still be significant. In this market, Restaurant Brands International Inc. is well positioned relative to its competitors (McDonald's, Starbucks) - in fact, we think it is undervalued".
Read the full material on the fintolk.pro website.