Hello Share Mongers. If you’re looking for a company which could benefit rather than suffer from the virus, then might I suggest considering Tritax Big Box REIT (BBOX). I’ve previously covered this go-ahead outfit which provides warehouse space for many companies with household names. Sounds a bit boring. Except that Tritax uses state of the art robots to store and distribute goods for its clients…

Hello, Share Keepers. One company to benefit from the lockdown is Ocado (OCDO), the online supermarket. This, of course, is no surprise given the huge numbers advised not to leave their homes. Last year, I would never have brought Ocado to your attention as I expected strong competition for online deliveries from longer-established supermarkets. But Ocado is now making full advantage of the unhappy situation by seeking to expand fast...

Hello, Share Plumpers. At the end of an old film, made in wartime by the great Basil Rathbone, Sherlock Holmes says ‘A cold cruel wind is here, Watson. But once it’s blown through, Britain will be a cleaner, healthier place’. I always recall these worlds whenever a national crisis, like the Falklands War or the big bank crash strikes. We are soon back to normal and shares are often better for it.

Hello, Share Players. You have a better chance of making money from a company if it’s part of a growing trend. One of the most promising areas for expansion in this ever-complicated world is the massive warehouse game. More and more of us are buying online. That’s why the High Street struggles. But we are still buying objects and these have to be stored somewhere. They also have to be moved about and distributed. And if you can get robots to do the job, instead of expensive humans, it all helps to massage the profit...