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9/30/26 Capitalist Times Live Chat
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Frank
4:51
I'm intrigued by Subaru stock (FUJHY), has a cult following, profitable, 20% owned by Toyota, and has over 50% of their stock value sitting in cash. A lot of moving parts with tariffs and such, but a company with that much cash you almost get the business for free. And a buyout from Toyota is a possibility. Do you have any thoughts?
AvatarRoger Conrad
4:51
I've preferred Honda Motor (HMC) in the automobile space this year. They have an extensive inventory of low and no-gasoline use vehicles and great market position globally, along with a great balance sheet and generous dividend. Also some merger possibilities with Nissan.
Frank
4:53
Now that DODGE is behind us do you have any interest in Easterly Properties (DEA)? "Full faith and credit of the U.S. govt" used to mean something up until recently
AvatarRoger Conrad
4:53
I rate it a buy at 22 or less in the REIT Sheet. The concerns about DOGE leading a mass default/buyout on leases have faded. And the company has found some new places to invest.

For more on REIT Sheet, talk to Sherry at 877-302-0747, M-F, 9-5 ET.
AvatarRoger Conrad
4:55
Well that's all we have in the queue and from emails for today. If your question wasn't fully answered for any reason, please drop us a line at service@capitalisttimes.com
We will be sending you a transcript of the complete Q&A tomorrow.
4:56
Thanks again to everyone who participated today. We appreciate your business and look forward to chatting with you again.
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