Now, starting this off, a few clarifications. I'm not advising anyone to buy the companies I'm mentioning here, nor am I saying that the growth expectations or trajectories for capital appreciation will materialize as expected. Realize also that when I'm speaking to a company's fair value, I'm looking at an average weighted EPS growth together with current expected EPS growth/decline.
With Corona uncertainty weighing heavily on the market, things may (and likely will) happen that few people could foresee.
These clarifications notwithstanding, however, I'm seeing plenty of opportunities in this market that I want to