). 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.
Cathie Wood’s Top 5 Stock Picks and ARK Portfolio Updates
In this article we will take a look at some of the top stocks picks of Cathie Wood from the sectors she is bullish on. To read our detailed analysis of ARK’s performance and Cathie Wood’s latest comments on the market, go to Cathie Wood’s Strong Comeback: ARK’s Latest Stock Picks, Portfolio Updates and Comments
5. Twist Bioscience Corporation (NASDAQ: TWST)
Twist Bioscience makes synthetic DNA for clients in the biotechnology industry. It is also known for an advanced liquid handling robot technology that builds DNA in the microplates. In March, the FDA approved the company’s SARS-CoV-2 next-generation sequencing assay. The assay can analyze the entire RNA viral sequence and generate reports to analyze RNA sequence to detect genetic variants and lineages of SARS-CoV-2.
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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.
The bank s US regime indicator has shifted to mid-cycle, a phase where inflation is typically strongest. Bank of America graph of average annualized CPI and PPI changes Bank of America
Bank of America s most recent fund manager survey on March 16 highlights inflation is the top tail-risk for investors and has replaced COVID-19 for that number-one spot in the survey for the first time since February last year. Bank of America fund manager survey graph Bank of America
This warning echoes similar sentiments from Morgan Stanley last week, whose inflation surprise index had turned positive for the first time in two years.
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Two crossed lines that form an X . It indicates a way to close an interaction, or dismiss a notification. The coming weeks could see a pickup in home improvement spending given the recent stimulus bill that reached American wallets in the form of $1,400 checks. Brent Clark/AP Images for Lowe s This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
Consumers are already thinking about what they will spend on as the economy reopens.
BofA surveyed consumers to figure out the market implications of their changing spending behavior.
BofA sees five stocks benefiting from the jumps in demand for various activities.