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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (62288)	8/1/2019 11:53:02 AM
From: Paul Senior	Read Replies (3) \| Respond to of 78666

OTOH, I have several stocks reporting poor quarters. Belfab reported below expectations, partly because of customer overstocking, and the company says the rest of the year looks punk too. I don't want to stand by, so I'll call my recent buy a mistake, take the loss, and move on. Siemens (SIEGY) also had a below expectation quarter, and blamed the results in a slowdown in Europe and Asia business. I find this somewhat troubling&scary since this is such a big company with diverse businesses. Stock is now near 12-mo low. I'll hold on to my few shares. Also troubling to me, I see several companies with lower quarterly earnings reports causing their stock prices to drop, blaming the results on trade tariffs. I hadn't seen this before, maybe I should have expected it, Or maybe that's the excuse of the quarter, like blaming the weather.