By coinnews 
00:00 Speaker A
Are there any pockets of maybe more safe opportunities? Maybe it’s companies that are more dominated with online sales versus brick and mortar from your vantage point. Is there some area we should be focusing on as investors?
00:14 Speaker B
Of course. Of course. And I believe that, uh, you know, that when you’ve looked at what the market’s done, there has been differentiation in terms of what’s happened to the share price of people have kind of figured out some of this, though, I think net, it’s more likely this is an over reaction and an under reaction to what we’re going to see in the future. But companies, for example, that are that are heavily into into consumables that are manufactured in the US or or food companies, aside from bananas and and coffee. There are there are substitutes available in the domestic league. So I think a lot of these companies like Walmart or Costco are are are very heavily insulated, frankly, in terms of the overall impact on their business. Certainly their sectors within their businesses that will be will be hit. And a company like TJX, even though it’s apparel, they thrive in an environment where the mainstream apparel sellers are making a lot of mistakes or having a lot of problems. So so they should continue to do very well. And by the way, their stocks held up pretty well during this period. So so it’s not true that all of retailing is bad. You know, I see these pictures online or in newspapers of empty store shelves, and they claim that’s what it’s going to look like in a few months. You’d have to think that that uh that these retailers are pretty pretty stupid, frankly, or that or that capitalism doesn’t work. You think the shelves are actually going to be empty? I think that’s what you’re going to see. You’re going to see maybe substitute products, you’re going to see people using this as an opportunity to get rid of their clearance that they need to get, get, get, get rid of. I think other than companies that are very specific, like say having specific parts that you need that, you know, that there’s only one part that serves this purpose, you’re not going to be seeing widespread empty shelves. That’s just an absurdity when I see those pictures.