Tariff impact on stocks

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Here Are 3 American Companies on Warren Buffett's Balance Sheet. Are They a Buy?
The Motley Fool· 2025-05-21 01:23
Recently raised import and export tariffs are putting a premium on stocks of companies that can sidestep these rising costs. More to the point for interested investors, yes, this long-timer Buffett favorite would be a smart pick for almost anyone's portfolio, if only as a means of remaining in the market at a time when it isn't comfortable to do so. The forward-looking dividend yield of 2.8% isn't exactly thrilling either, but it is reliable. It's also a reliable grower, having now been raised for 63 consec ...
Michael Burry's largest stock holding has lost 19.73% since the tariff war started
Finbold· 2025-04-11 11:49
Michael Burry, of ‘The Big Short’ fame, who predicted the 2008 crash, went all in on Chinese equities following a misjudged bet against the semiconductor industry.Per the latest 13-F filing available, Alibaba stock (NYSE: BABA) is the savvy investor’s largest holding. Chinese stocks account for 43% of Burry’s portfolio — and BABA shares, on their own, make up 16% of it.Before the onset of the trade war, the renowned investor’s portfolio was up quite significantly. However, as his largest holding happens to ...