Stock we bought last week.

These are the shares I bought last week because I think that the pricedrop was unjustified. They are companies that profit from the fact that more people work abd stay home. Lke Zoom (video conferencing) and Ocado (delivery service). The stockprice dropped because there was a news item from Plfizer that they had really good results on their vacin and that they have almost completed the phase 3 trials.

But I believe that this is not enough to stop the Covid-19 virus right away and that these companies will post some really nice result for the next few quarters and possibly years. That is why I bought them. It is almost impossible to exactly time the bottom of a shareprice. And afterwards we might say that this could have been a really nice opportunity to buy them.