I agree, think however that the highlighted event is quite likely. Why? US will run into a beautiful and stunning second wave (though admittedly, they are not yet through the first) with catastrophic economic impact. When? Bit harder to predict ... but I guess it will be at some stage between end of July and (Northern hemisphere) winter onset.
Sure - this should not really impact on OCA's fundamentals - but the same was true during OCA's first SP dip. Markets just moving in absolute harmony :) if everything crashes the good companies will come down as well. This will be the time to buy some more OCA;