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Healthy Living: Focus on Health Care and Building Products

January 13, 2021 11:00 AM ET | 8:00 AM PT Virtual Event

The New Normal: Navigating a Post-Pandemic Market

CFRA’s webinar series cover critical themes and topics that financial professionals and investors should consider as they outline their investment strategy. In our next series, The New Normal: Navigating a Post-Pandemic Market, our equity analysts will explore trends and topics across key industries that are at the center of projected market changes as we transition from Covid-19 and the uncertainty of the U.S. elections, to economic recovery and a period of adjustment to the new market environment.

Acclimating to the new market environment means that many investors may need to re-orient their investment approach - CFRA is here to provide timely, forward-looking investment research and the best support to investors and financial professionals. 

Session 2:  Healthy Living: Focus on Health Care and Building Products

On January 13, CFRA Chief Investment Strategist Sam Stovall moderated a webinar to provide his latest views on 4Q 2020 and FY 2021 earnings trends. CFRA equity analysts Sel Hardy and Kevin Huang also addressed the Covid-19 impact on the health care sector and key sub-industries. This discussion also featured CFRA equity analyst Richard Wolfe who highlighted our bullish views on the building materials sub-industry for healthy indoor environments, plus other trends in response to the pandemic and beyond.

Topics discussed include:

  • What will the biopharma landscape look like in 2021 and beyond?
  • How meaningful will long-term Covid-19 vaccine and test sales be?
  • How have Covid-19-catalyzed trends, such as telehealth, altered the way that health care industries work? 
  • Outlook on medical devices and elective procedure volumes
  • Best ideas in biopharma, managed care, medtech, and health care distributors
  • Positive views on building materials and potential for growth
  • Economic recovery scenario on building materials
  • Home remodeling trends, Covid-19 impact in 2021 and beyond
  • Healthy indoor environments favor increased HVAC investments
  • Commercial retrofit spending for safe social distancing in the office and elsewhere

 

Presenters

Sam Stovall, Chief Investment Strategist, CFRA

Sel Hardy, Equity Analyst, CFRA

Kevin Huang, Equity Analyst, CFRA

Richard Wolfe, Equity Analyst, CFRA

 

Speakers 

Sam Stovall

Chief Investment Strategist

Moderator

Sel Hardy

Equity Analyst, CFRA

 Kevin Huang

Equity Analyst, CFRA

Richard Wolfe

Equity analyst, CFRA

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