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Fitness Stocks Round Out the “Reopening” Portfolio (PLNT, BTDG, NLS, PTON)

The big trend defining markets right now as long-end interest rates crawl ever higher is the bias toward the value side of the market over the growth side. Another way to state this same dynamic is this: a bias toward stocks that will show a jump in cash flows as society reopens upon our approach to a vaccine-induced state of Covid-19 herd immunity. One of the most important areas in that constellation of concepts is the physical fitness space. And one of the most important reasons to love...

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Portfolio Fitness to Close Out the Year (NASDAQ: PTON) (NYSE: PLNT) (OTC US: BTDG) (NYSE: NLS)

The fitness space has been outperforming expectations as the pandemic curtails in-person activities, crushing many industries, including gyms and fitness facilities. But the need to access these services is trumping the barriers so far, with many of these stocks faring far better than you might have assumed given the circumstances. But the most important factor to be considered at this point – as we approach the widespread distribution of a vaccine – is the notion of “pent-up demand”, which...

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