CFX
Colfax Corporation
stock NYSE

I wouldn't be too fussed about tariffs. India and the UK don't look like they will be tariff'd. They have 120 manufacturers which is great global spread, and I suspect if anything if there are tariffs, then someone like a Sanderson Design might actually benefit as can see CFX switching their supply chain around pronto to leverage where the best manufacturing bases are.
So I think it's a bit of a red herring. Unless the UK and India get tariff'd alongside the EU (not even sure tariffs stick... look at Canada and Mexico!) then I don't think theres a big problem at all for Colefax. Because they won't see any of the tariff hit, and there will be no knock on to sales prices for customers
Also these guys are going to make a buck when California starts to rebuild those high end houses after the fires!
Management of Colefax like to never be that bullish because then they can keep on doing very attractively priced tenders lol.

I wouldn't be too fussed about tariffs. India and the UK don't look like they will be tariff'd. They have 120 manufacturers which is great global spread, and I suspect if anything if there are tariffs, then someone like a Sanderson Design might actually benefit as can see CFX switching their supply chain around pronto to leverage where the best manufacturing bases are.
So I think it's a bit of a red herring. Unless the UK and India get tariff'd alongside the EU (not even sure tariffs stick... look at Canada and Mexico!) then I don't think theres a big problem at all for Colefax. Because they won't see any of the tariff hit, and there will be no knock on to sales prices for customers
Also these guys are going to make a buck when California starts to rebuild those high end houses after the fires!
Management of Colefax like to never be that bullish because then they can keep on doing very attractively priced tenders lol.