Arc disciplined strategy a big positiveARX will better navigate the uncertainty of the next month or so because of their disciplined business strategy. I'm pleased to be predominantly invested in Arc - it's been an ugly month for SP, but Arc management have built high walls and the internals are doing excellent - they may even be looking at opportunities as others flounder under new stress tests, as that has always been when and how they optimize acquisitions.
The reality is, more O and Gs are doing very well than not, but stock SP is susceptible to the fear trade - some will win from this, and some will lose.
I wish all the loyal investors good fortune and health as we weather the new Covid trade.
GLTA