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Companies to Be Wary of In the Wake of Japan's Tragedy
Companies to Be Wary of In the Wake of Japan's Tragedy - Including Altera Corp. (NASDAQ:ALTR) and Cognex Corp. (NASDAQ:CGNX)
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Related: ALOG, ALTR, ARGN, ATHR, CDNS, CGNX, CRDC, DNEX, DTSI, EW, GNTX, HL, LBTYA, MDSO, OPWV, RGDX, STAA, ZRAN
Topic: Japan
The already fragile global economic recovery was further tested by the effects of the massive earthquake and subsequent Tsunami in Japan last Friday. Fears of a nuclear crisis caused by the disasters drove markets all over the globe down this week. The Japanese market took the brunt of the blow losing 10% of its value in a single day Tuesday, falling to its lowest level in nearly 2 years.
With Japan being the 3rd largest economy in the world and one of the largest trade partners to the US, many US corporations generate significant sales from the country. With so much uncertainty surrounding Japan’s economic future, we believe it is important to provide you with a list of U.S. companies whose operations will likely be negatively impacted by what happened in Japan, and presenting themselves as poor investment ideas. Our universe of 90 names includes US companies that generate 10% or a greater percentage of their total sales from Japan. We recommend you avoid 23 of those companies as they have a large exposure of their sales to the Japanese economy, exhibit poor fundamentals, and their shares appear very expensive.
To view our best research, investment ideas and in-depth M&A analysis, click here to sign up for our free weekly investment newsletter Investment Advisor Ideas.
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The following list illustrates over 90 companies with exposure to Japan as well as how much of their sales (percentage) is derived from Japan.
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Our thoughts and prayers go out to the victims of the catastrophic earthquake and ensuing tsunami in Japan. We send them condolences for their losses and wish the people of Japan and all others negatively affected by this tragedy a speedy recovery.
To view our best research, investment ideas and in-depth M&A analysis, click here to sign up for our free weekly investment newsletter Investment Advisor Ideas.
Other articles of interest from VE:
Did Warren Buffett Overpay for His Latest Acquisition of LZ?
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Value Expectations, by the founders of The Applied Finance Group (AFG) provides institutional quality equity research using AFG’s proprietary Economic Margin framework
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