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3M Company (MMM)
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Thermo Fisher Scientific Inc (TMO)
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The Cooper Companies Inc. (COO)
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Avanos Medical Inc. (AVNS)
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Alpha Pro Tech Ltd. (APT)
Q: Thinking about investment implications of this crisis. In a recent investigation by Assoiated Press it was reported that " The critical shortage of medical supplies across the U.S. (Canada?), including testing swabs, protective masks,surgical gowns and hand sanitizer, can be tied to a sudden drop in imports, mostly from China". Do you think there will now be a new emphasis on domestic manufacture and if so where might one find the companies that would benefit?
Thanks
Mike
Thanks
Mike