With everything going on, what are your thoughts on the following:
1) US:BDX Becton Dickinson is one of the largest medical supply companies in the US and one of the manufacturers of ventilators. Assuming this thing is a long term problem, and given the fact that a lot of health care systems likely are getting a wake up call that they do not have enough of these, I think this has huge upside.
2) CAD:CGL Gold Bullion ETF. Depending on what the Canadian and US governments are planning to do in terms of fiscal support and stimulation, this could have long term consequences for inflation and currency devaluation. Gold has been a safe haven in the past for events such as these.
3) Any Canadian big 5 bank. I think these are super under valued at current prices. These banks are also in the too big to fail group. Only down side here is after 2008 these entities have bail-in debt. Bail in debt is triggered when these banks begin to fail (people can't pay mortgages, car loans, HELOCs, etc.) and are dilutive in the sense of the common share holders as they prevent the banks from failing but they issue shares in-lieu. I think we are a ways away from this happening, but this is the only downside I can see.
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