I invited GeoInvesting member Mark Gomes to be a video guest to discuss the strategies he is using to invest in companies capitalizing on opportunities created by COVID-19. Recall that the introduction to our Weekly Wrap up email on September 20, 2020 centered around how to approach investing in COVID-19 themed stocks as the pandemic becomes more under control. One stock that we discussed in that introduction was Alpha Pro Tech, Ltd. (NYSE:APT), a manufacturer of PPE products, including N95 masks. We had expressed some concern over whether APT’s PPE product lines could have staying power past the pandemic. The introduction caught Mark’s attention because he is bullish on APT. 

We then followed up with a COVID-19 risk assessment on 38 stocks in our coverage universe

So I thought it would be a good idea to get Mark’s perspective on the subject which led us discuss many others stocks like Pacific Ethanol, Inc. (NASDAQ:PEIX), Pharmchem Inc (OOTC:PCHM), Smith Micro Software, Inc. (NASDAQ:SMSI), and Summer Infant, Inc. (NASDAQ:SUMR) 

I really enjoyed the conversation and the color Mark provided on the PPE theme, one that he’s been taking a deep dive into for several months.

Please view the discussion below.

~Maj Soueidan. Co-founder GeoInvesting

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