Wow, I didn’t realize SARS v2.0 could do so much damage in the near-term. I was going to advise to sell in May and go away but it appears this virus beat me to it. This is equivalent to the shut-down last year. Expect a soft 2 quarters, some volatility as the election progresses and then a relief recovery. So if you’re long, stay long unless this virus starts killing people like TWD. There should be plenty of buying opportunities before the end of the year. That being said, uncertainty over how bad this is going to be cause me to suggest a conservative route in the near term. So the Top-5 is relatively easy until the markets bottom out (I’d expect somewhere around the Dow at 25K)…

  1. Cash
  2. Cash
  3. Cash
  4. Cash
  5. TECL