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Technology Stocks : OLED Universal Display Corp -- Ignore unavailable to you. Want to Upgrade?

To: I'manoledguy who wrote (24155)	2/26/2020 4:10:34 PM
From: mdglenn	Respond to of 29657

It will be a good while before a vaccine is readily available, if ever, for the new virus. The vaccine is already on it's way ready for phase one. It will likely be a year before it finishes its trials You are spot on with your other comments. There are two ways of looking at this. Pessimistically you can see that earnings will be hit until the spread slows down and factories are opened therefore expect the hit to the stocks. On the other hand, this is temporary and we can expect a steep bounce back at some point. 2021 will not be effected therefore at the end of this year OLED will be trading at a reasonable forward PE . Historically 45 forward for this young fast growing company is low therefore I feel good about holding my stock at less than a 30 PE x 2021 earnings not knowing where it will go in the short term. It is only political because the scare tactics are misinformation that is being pushed for nefarious reasons and intended to hurt the market and economy .

To: I'manoledguy who wrote (24155)	2/26/2020 5:38:13 PM
From: slacker711	Respond to of 29657

Hopefully, the virus will dissapear soon much like the flu does every year and next year we will hear that it is the Cold and Flu and covid 19 season. Singapore has done the best on containing an outbreak but it is impossible to tell if that is due to their first rate health care system or because the tropical temps inhibited the spread. A combination of a lower mortality rate than currently indicated by the data and a seasonal break is my current best case scenario and would likely lead to a rally in stock prices. Slacker

To: I'manoledguy who wrote (24155)	2/26/2020 6:38:13 PM
From: A.J. Mullen	2 Recommendations Recommended By brasspenny Lance Bredvold Read Replies (2) \| Respond to of 29657

I believe the disease will get almost everywhere. Now it's out of China, it'll disperse faster. Here's a paper estimating that between 2/3 and 3/4 of cases leaving China are undetected, imperial.ac.uk. The link Slacker posted, worldometers.info was useful. The default presentation is linear. The appropriate scale is logarithmic. A new disease spreads in proportion to the number of infected - it's exponential. Plotting on a log scale gives a straight line and the gradient equals the transmission rate - the number of new cases created by each infected person. Looking at the new cases plotted on a log scale gives a straight line for the first ten days or so, then the line bends - suggesting the transmission rate declining. Mortality also shows a reduced rate of increase. It would be expected to lag new cases. It looks like China is getting on top of the disease. Or was, things might change now that China is relaxing migration controls and allowing factories to restart. More worrying is the data are dominated by China. The data from other countries are swamped. We can expect the number of cases to grow exponentially in every country it is introduced - at least initially, and I doubt other countries will be able to suppress transmission as effectively as China. Still, self-preservation will likely reduce attraction of crowds and reduce transmission. Ashley