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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Macroeconomic Trends & Risks
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Author: OrmontUS   😊 😞
Number: of 4460 
Subject: Re: AI+TBTF/IS AI Bailout 2 Wealthy Coming?
Date: 11/07/25 5:47 PM
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Not only ETN, but if looking at the world writ large:

PHG Koninklijke Philips N.V. Ny Reg - Netherlands
SIEGY Siemens Ag - Germany
SBGSY Schneider Electric Se - France
EMR Emerson Electric Company - USA
ETN Eaton Corporation, Plc - USA
ROK Rockwell Automation, Inc. - USA
HUBB Hubbell Inc - USA
HON Honeywell International Inc. - USA
JCI Johnson Controls International - USA
TEL Te Connectivity Ltd. - Switzerland
APH Amphenol Corporation - USA
epa:LR Legrand(Paris) - France
etr:PFSE Pfisterer Holding SE - Germany
swx:ABBN Abb Ltd N - Switzerland
swx:ACLN Accelleron Industries AG - Switzerland

Disclosure: I own shares of all of these companies - some for well over a decade. It is my opinion that we are seeing a convergence of AI, Cryptocurrency generation, EV's and the upcoming likely rebuilding of Ukraine, Gaza and a number of evolving economies requiring the items manufactured and the services provided by these companies world-wide.

Far broader in scope, the following companies handle virtually the entire breadth of manufacturing and exporting of Japan:

8001:tyo Itochu Corp
8002:tyo Marubeni Corp
8031:tyo Mitsui
8053:tyo Sumitomo
8058:tyo Mitsubishi

These guys dig up stuff which is needed by all of the above:

RIO Rio Tinto - Australia
BHP - UK/Australia
Vale - Brazil

Jeff
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This community has written 4,454 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
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