How Do You Deal With So-Called Headline Risk?

South Africa comes to mind, you know, blackouts and stories about how it's really not working. How do you factor in those facts and stories and perhaps fables into what you're doing? For a place like South Africa, there's so much top down dysfunction and the headlines are so bad,. You're not winning any popularity contests by promoting or pitching a South African stock. And that company is? That one's Fortress Read.