The push into Asia will obviously take a while longer, the virus has months to play out.
A 40% retrace after building from a strong base looks desperate by panicked sellers.
In the meantime domestic operations are profitable and the company has a solid amount of working capital to get them through a downturn. Once the hysteria subsides I'd like to be owning quality businesses.
February numbers will tell a story, account closures could be offset by new customers.
