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

Members of media gather at the Diamond Princess cruise ship, operated by Carnival Corp., docked in Yokohama, Japan, on Friday, Feb. 7, 2020.
Toru Hanai | Bloomberg Getty Images

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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."