Excerpt from the New York Times quoting DataTrek’s Nick Colas:
…. “Even the bears will say that these are fantastic companies and they are not going to stop being fantastic,” said Nicholas Colas, co-founder of DataTrek Research.
“The unifying factor is they have the ability to both grow and control their cost structures through the pandemic. That is always a good place to start from when you have a downturn”….
Read the full article here in the NYT!