Energy Recovery's Tariff Impact Is Minimal Post U.S.-China Agreement

Group 1 - Energy Recovery (NASDAQ: ERII) reported 1Q25 results, indicating operations were within guidelines but expressed significant concerns regarding the China business, which generated $9 million [1] - The company has removed guidance on its Wastewater segment, suggesting potential uncertainty in future performance [1] Group 2 - The investment approach focuses on long-only strategies, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [2] - The articles emphasize understanding the long-term earnings power of companies and the competitive dynamics within their industries [2] - Most recommendations are holds, reflecting a cautious stance in a bullish market environment [2]