Subject: Re: OT: Predictions from US/Israel bombing of Iran
CNQ purchased 2022
SU purchased 2020
XOM purchased 2025
MPC purchased 2020
EPD purchased 2025

“have been belly, belly good to me”.

We will be looking for distressed sectors sure to be happening during 2026 - 2027. Let’s hope Berkshire gets big opportunities for its cash pile, too.

Note: The following could be a statistical anomaly and thus you should not make any decisions based on this information. There is a niche sized local B2B manufacturer of construction/renovation specialty products and it’s CFO recently told me 2026 first quarter months of January, February and March were each the worst net sales for those respective months going back nearly 25 years. This is following a healthy 2025 4th quarter sales numbers for this business.

What are you seeing with your local businesses?

Uwharrie