Coronavirus Pandemic Requires Patient Investing And A Focused Portfolio [Seeking Alpha]
Allied Healthcare Products, Inc. (AHPI)
US:NASDAQ Investor Relations:
alliedhpi.com/financial.htm
Company Research
Source: Seeking Alpha
Summary The coronavirus pandemic has delivered a shock to our economy, and the severity will be dependent on whether the "curve is flattened". This is a healthcare problem, not an economic one. Therefore, in my opinion, parallels to 2008, 1999 or 1987 are irrelevant as it relates to the stock market. Mandatory testing, in order to identify asymptomatic, virus positive people would be very beneficial in accelerating the return to normalcy. I have constructed a "coronavirus portfolio" as part of my overall investment philosophy in order to provide some shielding from upcoming challenges. I view there as being three possible outcomes for the current coronavirus pandemic for the US. The first is that the pandemic overwhelms our healthcare system and shuts down our economy for at least the next six months. I hope this worst case scenario does not occur, but it cannot be dismissed. In my opinion, the early decision of President Trump to limit travel from China was vital in preventing the
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