HON Tariff & China Resiliency, CAT "Rough Patch"
Schwab Network · Schwab Network
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Show Notes
Honeywell (HON) popped after its earnings beat and raise, which Jonathan Sakraida attributes on its ability to navigate tariffs and lack of dependency to China. He talks about how the company did so by derisking its supply chain. On the other end, Jonathan sees Caterpillar (CAT) struggling, maintaining a neutral to bearish stance on the stock. Tom White offers example options trades in both companies.
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