These stocks will gain the most when there's a vaccine breakthrough, Stifel says

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New for subscribers: These stocks will gain the most when there's a vaccine breakthrough, Stifel says Check out CNBCPro today.

Members of media gather at the Diamond Princess cruise ship, operated by Carnival Corp., docked in Yokohama, Japan, on Friday, Feb. 7, 2020.Stifel analysts have for weeks fielded calls from clients all wondering the same thing: "Which stocks should I own if I expect a Covid-19 breakthrough?"

The brokerage feels that almost all the equities under their coverage would benefit from a positive vaccine announcement, but it's nonetheless drummed up a list of six stocks they think could post outsized gains on a major Covid-19 innovation. Analysts Steven Wieczynski, Brad Boyer and Jackson Gibb offered clients some advice on which parts of the market investors should own if they think a viable vaccine is imminent.

"The question we are getting asked daily is, 'What stock/stocks in your universe would benefit the most from a vaccine announcement?'" the trio wrote in a note. "The simple answer is we think any name under our coverage would benefit from a positive vaccine announcement," they added. "However, we do believe any type of stock related to the cruise industry could outperform others under our coverage."

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