Showdown 2021

2021 could be a comeback year for stocks that benefit from more freedom of movement, especially if they make sense in a world that isn’t going to just drop habits it picked up during the pandemic, such as shopping online. PHOTO BY WALT DISNEY WORLD/GETTY IMAGES/REUTERS

The investing tug of war between stay-at-home and out-and-about stocks isn’t over yet, but the pricey valuations of many pandemic “winners” and solid fundamentals elsewhere have some experts seeing the growing potential in reopening-related plays heading into 2021.

This past year saw the arrival of the coronavirus pandemic and boom times for Big Tech, e-commerce, and remote-working stocks, with Shopify Inc. and Zoom Video Communications Inc. being among a long list of big winners.