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

To: Spekulatius who wrote (64065)	5/23/2020 6:50:01 PM
From: E_K_S	Respond to of 78704

Many of these automotive companies got hit hard on the pandemic w/ people not buying cars. I was avoiding EMR and many of the auto component suppliers until factories started to 'open' up. That happened last week so have made two very small buys in EMR (includes their auto division) and I will put TER on my watch list. My thesis is to invest in companies that will help build out the next generation manufacturing facilities w/ automation, sensor controls, AI cloud computing using big data w/ the focus on industrial manufactures. I want a company that has growing earnings and a dividend is a plus. My list so far includes Honeywell (I already own), EMR (two very small buys) and other similar large caps that have an installed base (their moat) they service including recurring revenues as they expand those services into the cloud (AI monitoring). EMR checks all those boxes for me. EKS