re: Kemet Corporation (KEM)

quote:

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Is the steel and aluminum tariffs going to hurt them?

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Maybe. It depends on several things. 1) Do they purchase steel and aluminum from foreign countries? 2) Do the end user products (see slide 13-14 of the Feb 2018 investor presentation here for the companies that use their products) decrease in sales as a result of tariffs indirectly harming Kemet?

Of course, superficially, one might say the steel and aluminum tariffs hurt a good many stocks today.