The Road to Recovery
August & September 2020
CFRA’s Wednesday Webinars are one-hour sessions held biweekly to cover various themes that are important for investors and financial professionals to consider as they plan and execute their strategy.
In our two-month series, The Road to Recovery, CFRA analysts will explore trends across key industries impacted by Covid-19 as the market downturn presents both challenges and opportunities in technology, science, industrials, real estate, and more. We will also provide examples of how CFRA applies an Expectations Framework to identify opportunities for excess returns and our analysts’ stock ratings.
While the journey may be an arduous one, CFRA is here to guide you with the latest market, sector, and industry analysis, highlighting what you may expect from both bull and bear scenarios. Register for the biweekly webinar series and stay in the know.
Session 1: August 12, 2020, 11:00 am ET
Disruptive Technologies & Cloud Computing Opportunities Accelerate
The recent market downturn can be fuel for software firms seeking to cross the chasm, as critical enterprise applications continue their move to the cloud. Software is no longer just aiding in the management of labor and capital in the means of production, increasingly, software IS the means of production. In conjunction, the need for data centers has intensified as the semiconductor and storage provider industries accelerate data growth, while artificial intelligence (AI) and other emerging technologies expand.
During this session, CFRA analysts John Freeman and Angelo Zino provide CFRA’s expectations and forecasts for the software, semi-conductor, and data storage industries.
Session 2: August 26, 2020, 11:00 am ET
Health Care: Covid-19 Therapies and Investing in the Medical Landscape
Covid-19 has bifurcated the biopharma industry into companies that are working on Covid-19 therapies and those that are not. In parallel, risks to public health continue to increase after medical procedure volumes declined significantly at the peak of the pandemic.
During this session, CFRA analysts Sel Hardy and Kevin Huang highlight -
Session 3: September 9, 2020, 11:00 am ET
Invest in American Infrastructure: Opportunities, Risks, and Politics
This webinar provided a better understanding of the infrastructure opportunity and the potential risk to federal funding. CFRA analysts shared their research insights on the potential timeliness to federal legislation, outlook for addressable markets, and the industries and companies most likely to benefit.
During this session, CFRA analysts Matthew Miller, Elizabeth Vermillion, and Richard Wolfe explore:
Session 4: September 23, 2020, 11:00 am ET
Real Estate Road to Recovery from the Abyss
This CFRA webinar provides a better understanding of real estate investment trusts (REITs) with the macro factors driving the road to recovery, including fundamentals and whether stocks are undervalued. CFRA analysts Ken Leon, Chris Kuiper and Keith Snyder share their research insights on how each property type in the real estate industry has been financially affected by the Covid-19 impact and how long the recovery may take for these asset classes. Specific topics include -