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Emerson ElectricEMRHOLDNov 01, 2023Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
He likes it and holds it here. Since June this cyclical wave came in and cheaper stocks benefited from a growth economy and did well. You want to focus on cheaper stocks that are more industrial and this stock looks good. They are poised to benefit from the ‘Buy America’ trend Trump is trying to instigate.
It reports next week. Happy that it topped $100. But a lot of industrials are lagging because of fears over an economic slowdown. This remains a core holding for him.