IRBT Investors Would Like to Sincerely Thank Donald ‘it’s the 1970s again!’ Trump

iRobot: Good company, great performance (despite competition) if left to its own devices. Not great forward margin prospects due to Tariff pressures. It’s on my watch list for a potential re-buy, but this Tariff situation has to pass the ‘real or Memorex?’ test first. Subscribe to NFTRH Premium (monthly at USD $33.50 or a 14% discounted yearly at USD $345.00) for an in-depth weekly market … Continue reading IRBT Investors Would Like to Sincerely Thank Donald ‘it’s the 1970s again!’ Trump

i Robot

A reader emailed me this article from Mike Shedlock.  Whenever I read articles on manufacturing written by financial types I prepare for the worst (cue the legions of suits and polished fancy shoes that never saw a factory floor, pumping 3D Printers a couple years ago), but Mish plays it pretty straight and simply outlines the fierce competition among large shoe manufacturers to go Robo. … Continue reading i Robot