Two Companies Trying to Get Back to Normal

The Week: Morningstar columnist Rodney Hobson notes that people will always need to eat and have somewhere to live, which works in favour of Premier Foods and Taylor Wimpey

Rodney Hobson 24 April, 2020 | 9:11AM

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Continuing the theme of last week’s column I suggest investors look for companies where life will be pretty much the same as before – provided, of course, they were actually doing well before the shutdown. Not everything in the past is worth repeating.

In Premier Food’s (PFD) favour is the fact that we have to eat and we are even more wedded to supermarkets than ever. Cooking at home will remain a reality even after restrictions are relaxed, as cafes and restaurants are forced to space tables further apart and restrict numbers of diners.

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About Author

Rodney Hobson

Rodney Hobson  is a columnist for Morningstar.co.uk and author of several investing books, including The Dividend Investor and How to Build a Share Portfolio.

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