Coronavirus is helping Netflix, Amazon and other 'stay at home' stocks

Mary Saldna is getting answers tonigh ***PKG*** Mary on camera: Only certain public health officials have the legal ability to quarantine someone-- but medical experts say you should SELF-Isolate you think you’ve been exposed to coronavirus. (MAP) Right now-- anyone who has traveled in the past 14 days to these 5 countries- China, Japan, South Korea, Iran, and Italy-- should self-quarnatine as a precaution even if you DON’T have symptoms. DR Rochelle Walensky is an infectious disease specialist at Mass Genera >> (Rochelle Walensky, MD MGH Infectious Disease Specialist: 01// 17:51:53 we believe there is asymptomatic transmission; it very well may be that you were at one of those index countries.. and you we exposed to someone who may not have symptoms, who may have been able to transmit it to you.) accroding to CDC guidelines-- SElf-quarantining means (PP) Stay Home-- Avoid work, school, public areas, public transportation, ride sharing and taxis. (PP) No visitors.. and Separate yourself from other people in your home; stay mainly in a separate room.. and use a separate bathroom. Have someone else care for your pet. Doctors in Hong Kong have just announced they’re investigsting a possible transmission of the virus between an infected pet owner and their dog. And Call ahead before visiting your healthcare provider-- (17:49:07 a lot of the public health officials say they’re really trying to do these screenings by phone.. and trying to get an assessment of risk and assessment of symptoms by phone first-- so please don’t just show up.) self isolating ALso means you Wear a facemask when you’re sharing a room or vehicle with others. Cover coughs and sneezes wash your hands with soap often (PP) wipe down high-touch surfaces daily-- such as countertops, door knobs, & keyboards. (PP) and Don’t share household items such as glasses, utensils, towels or bedd

The coronavirus outbreak has led to worldwide travel restrictions, and a growing number of people are being encouraged to work from home. The stocks of major airlines and Priceline owner Booking Holdings are among the companies that have been hit hard in the past few weeks.But there are investment opportunities if Americans go into bunker-mode and stay indoors. Shares of Netflix are up slightly over the past five days — as the S&P 500 fell more than 8%. Netflix's stock is up more than 15% this year.Netflix is rallying as shares of movie theater chains AMC and Cinemark have each plunged more than 15%. So has the stock of concert promoter and Ticketmaster owner Live Nation."The market likes Netflix under the assumption that hibernation comes at a premium," said Bill Smead, chief investment officer of Smead Capital Management, in a report.Other leisure stocks — most notably cruise line operators Carnival, Royal Caribbean and Norwegian — have taken an even bigger hit.It makes sense that nervous Americans would take more precautions until coronavirus fears ebb. This "nesting" phenomenon may benefit other companies that can cater to the wishes of home-bound consumers.Amazon, while down in the past week as markets plunged, has fallen less than the broader market and is up 4% for the year. Shares of YouTube owner Alphabet are up slightly this year, while the Nasdaq has fallen more than 2%.A portfolio of 'stay at home' stocksBut several other stocks could be safe havens if consumers become more skittish and workers have to work at home or or can't take business trips. Investment firm MKM Partners created a "Stay at Home Index" to highlight some of these companies.Netflix and Amazon are two of the 33 stocks in it. The index also includes Facebook, video game developer Activision Blizzard, exercise equipment maker Peloton and food delivery service GrubHub."We tried to identify what products/services/companies would potentially benefit in a world of quarantined individuals. What would people do if stuck inside all day?" said JC O'Hara, chief market technician at MKM Partners, in the report. "Rather than attempting to forecast how much lower these stocks may go, we decided to explore which stocks may hold up better."O'Hara noted that video conferencing company Zoom, identity management software firm Okta and office collaborative tool Slack could also benefit.There's another stock that wasn't in O'Hara's report that also has gotten a big boost lately on expectations of stronger demand in the wake of the outbreak: virtual health care company Teladoc, which lets patients video chat with doctors.Shares of Teladoc are up nearly 10% in the past week and 50% so far this year — another sign of how online companies could see more demand if coronavirus fears intensify."Telemedicine and online tutoring are just two examples of the benefits the internet can provide. Other internet companies with exposure to food delivery, e-commerce and streaming services could see an uptick in users as coronavirus fears keep consumers inside," said UBS Global Wealth Management analysts in a report Monday.The UBS analysts are recommending the Nasdaq Internet Index, which has Netflix, Amazon, Alphabet, Facebook and Chinese e-commerce giant Alibaba as top holdings."The stay-at-home nature of the companies offer some shelter relative to the broader market," the UBS analysts said.

But there are investment opportunities if Americans go into bunker-mode and stay indoors. Shares of Netflix are up slightly over the past five days — as the S&P 500 fell more than 8%. Netflix's stock is up more than 15% this year.

Netflix is rallying as shares of movie theater chains AMC and Cinemark have each plunged more than 15%. So has the stock of concert promoter and Ticketmaster owner Live Nation.

"The market likes Netflix under the assumption that hibernation comes at a premium," said Bill Smead, chief investment officer of Smead Capital Management, in a report.

Other leisure stocks — most notably cruise line operators Carnival, Royal Caribbean and Norwegian — have taken an even bigger hit.

It makes sense that nervous Americans would take more precautions until coronavirus fears ebb. This "nesting" phenomenon may benefit other companies that can cater to the wishes of home-bound consumers.

Amazon, while down in the past week as markets plunged, has fallen less than the broader market and is up 4% for the year. Shares of YouTube owner Alphabet are up slightly this year, while the Nasdaq has fallen more than 2%.

A portfolio of 'stay at home' stocks

But several other stocks could be safe havens if consumers become more skittish and workers have to work at home or or can't take business trips. Investment firm MKM Partners created a "Stay at Home Index" to highlight some of these companies.

Netflix and Amazon are two of the 33 stocks in it. The index also includes Facebook, video game developer Activision Blizzard, exercise equipment maker Peloton and food delivery service GrubHub.

"We tried to identify what products/services/companies would potentially benefit in a world of quarantined individuals. What would people do if stuck inside all day?" said JC O'Hara, chief market technician at MKM Partners, in the report. "Rather than attempting to forecast how much lower these stocks may go, we decided to explore which stocks may hold up better."

O'Hara noted that video conferencing company Zoom, identity management software firm Okta and office collaborative tool Slack could also benefit.

There's another stock that wasn't in O'Hara's report that also has gotten a big boost lately on expectations of stronger demand in the wake of the outbreak: virtual health care company Teladoc, which lets patients video chat with doctors.

Shares of Teladoc are up nearly 10% in the past week and 50% so far this year — another sign of how online companies could see more demand if coronavirus fears intensify.

"Telemedicine and online tutoring are just two examples of the benefits the internet can provide. Other internet companies with exposure to food delivery, e-commerce and streaming services could see an uptick in users as coronavirus fears keep consumers inside," said UBS Global Wealth Management analysts in a report Monday.

The UBS analysts are recommending the Nasdaq Internet Index, which has Netflix, Amazon, Alphabet, Facebook and Chinese e-commerce giant Alibaba as top holdings.

"The stay-at-home nature of the companies offer some shelter relative to the broader market," the UBS analysts said.

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