Gaming, Automotive, Cell Phones, Memory, & 5G Themes
Schwab Network
English - February 25, 2021 15:14 - 7 minutes - 32.2 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Rhys Williams highlights areas of opportunity in the reopening trade. He says some of the moves in hotels and high-end restaurants like Ruth's Chris Steak House (RUTH) are premature given the current economic landscape. Williams notes that IMAX should benefit as theaters reopen globally and people feel safe. He also thinks gaming, automotive, cell phones, memory and 5G are going to be strong themes that play out this year.