Just wanted to do a quick run on the process thoughts and plans I have last night which came up to my mind.

The Covid-19 situation, what seemed to be just an Asia thing, has suddenly started to impact the Middle East and European continents to greater impact. Given the longer incubation period than Sars, this looks like it will likely double the time it takes on the Sars situation at least.

The Covid-19 started as an isolation temporary incident, just like any outbreak we've seen. Yes, we're likely seeing drastic impact to 1 or 2 quarters but it won't likely dent the overall capabilities of companies, at least those that has a strong pillar of balance sheet behind them.

This will look just like another phase of turbulence for them, and it is likely to pass than not. As investors, our job is to identify them and take this opportunity to get...