The coronavirus has battered travel stocks but I’d back these growth stars to recover

first_img Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. The coronavirus has battered travel stocks but I’d back these growth stars to recover I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. The cruise industry is sinking like a stone and many airlines are at risk of being forever grounded if no solution to their financial woes is found. No wonder investors are avoiding travel-related stocks like the plague.Dire as the situation may be however, I do think there is the potential for some to recover once the coronavirus storm has passed.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…On sale?Considering its staid-looking high street stores, I’ve long thought the valuation attached to WH Smith (LSE: SMWH) to be frothy. Having now fallen a little over 60% from the all-time highs achieved back in January, this may no longer be the case. This is, after all, a company that’s seen its travel concessions business become very lucrative over the last few years. Further evidence of this came in January. The FTSE 250 member reported a 19% rise in revenue. This included contributions from recent US acquisitions InMotion and Marshall Retail Group.Of course, the next few months are likely to prove very tricky. For as long as travel is restricted and high streets are deserted, WH Smith won’t make any money. Units operating in hospitals are an exception though.Nevertheless, I’m a big fan of businesses that serve a captive audience and the company now operates 1,200 travel stores in 32 countries. There’s also a lot to be said for the fact that WH Smith generates superb returns on the money it invests when it is functioning at full steam. Margins aren’t massive but they’re still better than a lot of other retailers out there. The debt it carries isn’t excessive either.I’m not sure I’d be pulling the trigger and buying a few shares just yet. But I’m definitely sensing an opportunity. Debt-freeStockport-based holiday firm On the Beach (LSE: OTB) is another company that could rise from the ashes of the coronavirus-induced market crash. Like WH Smith, a lot of this depends on how quickly the virus is tackled and the lockdown lifted. For On the Beach, it also depends greatly on how the UK general public respond once the full financial impact of the crisis is known. The possibility of a prolonged recession will surely mean that discretionary purchases like a stay in the sun will be the first to go.Seen from this perspective, On the Beach could certainly suffer more than the newsagent. The latter will benefit merely from commuters returning to the office after the enforced break. That said, there are still reasons to be optimistic.For one, there’s no debt on its balance sheet. This is not to say that even previously financially sound businesses won’t go to the wall in 2020. It should provide investors with some hope going forward though.Second, On the Beach has an asset-light business model. This means it’s not burdened by massive fixed costs like other businesses in the sector. Marketing spend can be (and has been) cut quickly. For me, this makes it a safer bet than, say, TUI, which operates a portfolio of hotels, cruise lines and airlines.On the Beach’s share price is now back to levels not seen since 2016. Does this make it a ‘bargain’? I still think it might be too early to say. But it’s worth keeping an eye on, I feel.  “This Stock Could Be Like Buying Amazon in 1997” Enter Your Email Address Our 6 ‘Best Buys Now’ Shares Paul Summers | Monday, 30th March, 2020 | More on: OTB SMWH center_img I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Paul Summers has no position in any of the shares mentioned. The Motley Fool UK has recommended On The Beach and WH Smith. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Simply click below to discover how you can take advantage of this. Image source: Getty Images. Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! See all posts by Paul Summerslast_img read more