Post #1698 by OrmontUS on the Macroeconomic Trends and Risks board

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Pete,

I agree with your choice and for years BNHP was also in the top ten names I owned, but a few months ago I got nervious about the affects of the US tariffs on the global market. I sold off a substantial portion of my equities including a group of global shipping companies, 1/2 my Berkshire Hathaway and decided to make a choice between BHP and RIO.

I suspect BHP will return once I decide whether we are sinking or swimming.

Jeff

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