As the optimism for the virus to die out and a quick vaccine or treatment option fading, more and more people will continue to stay home. Especially as I expect every country to have a second wave at some point, although probably more controlled with the knowledge of failures and successes in policies from the first wave. I look towards companies that will benefit from this.
Sony is a standout. Not only are they a company rooted in home entertainment such as video games, film, music, electronics. They will benefit from the new PS5 console that is highly anticipated. This is a safe stock to have for the stay at home economy that is the new normal.