Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Mattyice

To: Paul Senior who wrote (77418)	4/11/2025 11:29:58 AM
From: E_K_S	1 Recommendation Read Replies (1) of 78958

RE: Fanuc Ltd Unsp A ADR (FANUY) - doubled position now 0.2% portfolio position With the $US broke the buck, Foreign earnings s/d benefit from the currency exchange. Doubled my position in this robot company. They design, build/manufacture specialized robots used in warehouse & automotive assembly. Symbotic Inc (SYM) & Walmart Inc (WMT) are major buyers of their robots. FANUY has a $22.8 Billion Market Cap and 24x PE. I expect earnings to improve from currency exchange from US buyers. I suspect could see company exempt from tariffs as robots make US manufacturing more efficient.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next