Summer Review (July Edition)

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Summer and COVID-19 don't go well together, but the only thing keeping most of us sane is professional sports. The NFL post-season was wild with Tom Brady leaving the Patriots, while the Texans traded their No. 1 receiver. I haven't seen a live sports game in so so long so I was so hyped to see many sports leagues start to reopen. Summer plans have been going smoothly for some—relaxing at the beach, hosting a barbecue, or just sleeping at home—while others have to cancel or make changes to their plans to adapt to these unusual times.

Are you looking forward to going on vacation, but aren't looking forward to stay at hotels? Then try out the new portable house. Unfortunately, there aren't portable houses for sale, but RVs are the next best thing and have been getting a lot attention.

Starting off this Covid recap is Winnebago. Winnebago Industries, Inc.(WGO) is known for making RVs and their RVs have been selling like crazy during the past few months as people wanted a safe way to travel. Their stock has been up over 300% the past few months while reporting strong sales(actual numbers by company isn't disclosed). They have beaten the expectation for last quarter's earnings by over 41% and beat sales expectations by over 16%. If they continue to stay on this track, they are set to beat Q4 EPS which would be a strong boost to their stock. However, out of 11 analysts, 4 call it a buy while 4 call a hold which means that analysts are unsure of its potential growth in July.

Did you find a way to stay in shape during the quarantine or did you pack a few pounds? Many Americans wanted to stay in shape while staying inside so their solution was indoor biking in a virtual environment. One of the most known companies is Peloton which utilizes technology and biking to create an interactive experience with instructors and other members.

The stock has risen over 300% in the past few months because it combined the aspects of exercise and connecting with other people while staying at home. Last quarter they beat sales expectations by over 7% or over 30 million dollars; however their EPS was 10% below analysts expectations. According to CNN Money, 21 out of 26 analysts believe that it is a buy while only 1 believe it is a sell, but even though analysts think that there is a high upside, I believe that the stock has been bullish for a while so any bad news could bring the stock down. With quarantine being lifted, people are starting to go back outside to exercise, the want for indoor biking equipment has decreased which could lead to them being below EPS expectations.

A lot of us miss dining in at our favorite restaurants, whether going out on a date or just enjoying spending time with friends and family, but there is one amazing invention that allows us to eat our favorite food...you probably guessed it, its carry-out!

With a majority of restaurants only providing carry-out, restaurants that already focus on carry-out and restaurants that are carry-out friendly have the advantage.

This ties into top stocks that I believe will perform well in the short-term and long-term in July. Check the article out here: (This article comes out in the next few days)

https://greenboxadvisory.blogspot.com/2020/07/top-stock-picks-july-edition.html


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