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

To: Paul Senior who wrote (77418)	4/9/2025 3:47:04 PM
From: Madharry	Respond to of 78958

I am going to take a hiatus from posting here. People can contact me privately.

To: Paul Senior who wrote (77418)	4/9/2025 3:52:11 PM
From: Elroy	2 Recommendations Recommended By Lance Bredvold sjemmeri Read Replies (1) \| Respond to of 78958

Yeah, it's a good day today, but the affect of the "new world economy" is not known yet. I like today, and I like not reciprocal tariffs for 90 days. But every trading partner still has a new one week old 10% tariff to sell goods in the USA. China has I think a 125% tariff to sell goods in the USA? So, we're not buying or selling with China in the coming weeks / months / who knows? I was in T Mobile today, and asked them what their management had told them about iPhones costing double what they did last week. They didn't have any news yet. But ya know, this seems like a deal. So today is good and better than reciprocal tariffs. But....do you want to hold stocks through Q1 earnings releases (which will be great, because the tariff threat pulled in lots of future orders), and Q2 guidance? With a new 10% tariff on US imports, are sales going up? After 90 days, what happens then? We're still going to have big surpluses with plenty of countries. That's no good! Will we put a tariff on them because, you know, they're ripping us off?

To: Paul Senior who wrote (77418)	4/11/2025 11:29:58 AM
From: E_K_S	1 Recommendation Recommended By Mattyice Read Replies (1) \| Respond to 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.