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Stock Picks to Buy: 3 Vaccine and Test Makers — One With 35% Upside


). The company produces a type of rubber that is used to help store COVID-19 vaccines and therapeutics. 
Think of the rubber stopper at the end of a vial of a vaccine. That s not just any rubber. That s a very sophisticated technologically-enabled, sanitized stopper that only a few companies in the world can produce at scale around the world, and West is the leader in providing that, he said.
If vaccines are needed beyond this year on a regular basis, Powell said it represents a big opportunity for these three firms, as well as for investors, who aren t pricing in such an outcome yet.  ....

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Stocks to buy for the economic recovery: Top fund manager's ideas


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Bloomberg
Sitting just around all-time highs, stocks are in an uncertain spot. 
Michael Cuggino says the best opportunities are in longer-term relative values.
He says we ve begun a new commodity bull cycle that will last several years.
A year on from one of the worst crashes in history, equity markets are at an uncertain point.
Valuations are historically high thanks in part to low interest rates, and although much of the economic recovery still lies ahead, forward earnings expectations are priced into much of the market already. All three major US stock indexes sit near their all-time high marks. ....

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