hi James, looks like the tariff war is big negative. Did your strategy change? I see many of the recent gains erased. I quite like POWL at this level. thank you

hi James, earnings not very good. Minus 22. That was hard. That were misses. Still long term probably ok. Insider bought for 60k euros gives hope

Very interesting companies. They are on my watch list and went down a lot after deepseek (lower energy needed) but got back up quickly. What do you think of the tariffs now when they are in place since this weekend? Basic logic is that it will increase inflation? How will that affect the stock market? I guess Trump has to fund lower taxes somehow...thanks a lot

thank you James. I have just bought it. Looking forward to the earnings

thank you for the article. Indeed impressive performance of your portfolio. Dont you think that most of it is priced in your stocks? Of course all can go higher, just time to buy was last year?

thank you James. Good to know. Last Friday's earnings were taken well by the market. I was listening the earnings call and it sounded well. Howden and aftermarket business is growing. But who knows maybe another promises. Which stocks do you see the most potential now? I have gone through some of your articles and mostly they are up, like most other stocks. Hard to find something good in today's expesive market 

hello, chart is up and down. Hit or miss. Do you please know why and why it has such high short interest?

actually, low price should probably be good for them. Still wondering about what FLEX CEO said and what you think. How come gas in Europe is below pre-war price. Thanks

@James Hanshaw

Hello, on conf call FLEX ceo said 2024 25 will be weak with a lot of supply coming in the market and older ships not scrapped. Do you think EE and FLEX are affected by low prices of NG and mainly by low barriers of entry?

Not very good news. https://www.reuters.com/business/energy/biden-pauses-approval-new-lng-export-projects-win-climate-activists-2024-01-26/