Bull Market Recovery to Boost Consumer Stocks and Benefit EPR, C3.ai, Charles Schwab
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A sustained bull market is likely coming soon that will benefit consumer discretionary spending and entertainment/travel stocks.
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EPR Properties (EPR) is a REIT well positioned to benefit from a rebound in entertainment and travel spending once the economy strengthens.
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C3.ai (AI) provides AI solutions to major enterprises and its growth is accelerating as demand increases. Its sales are expected to grow over 15% this year.
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Charles Schwab (SCHW) shares dropped due to liquidity concerns but its balance sheet is healthy. Market recovery would drive more assets into its profitable funds.
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Schwab makes money from asset management fees and net interest income, both of which would benefit from bullish market conditions.