Shortly after the opening bell, we will leave our position in Ge Healthcare, selling 550 shares at approximately $ 65. After Friday's trade, Jim Cramer's charitable trust will no longer have a position in Gehc. We are reducing our little position in Ge Healthcare and raising some cash after two negative developments in the last 48 hours. First is the impact of rates. According to the Annual Report of Ge Healthcare presented in February, it has 15 manufacturing facilities located in the USA and 28 locations abroad, even in China, India, Israel, Mexico, Brazil, Europe, South Korea and Japan. In general, a diversified supply chain is the envy of companies because it allows them to be flexible in disruptive times. But not in this era of high reciprocal tariffs. The international presence of Ge Healthcare works against them. Second, the company's exhibition is problematic. The country's response to tariffs is too much for this medical team company. In response to the increase in tariffs, China said Friday that it will impose retaliation tariffs of 34% to all goods imported from the USA. In addition, China announced an anti -dumping investigation in medical x -ray tubes of the United States and India. It is likely that this repression of medical equipment is a setback for green sprouts that Ge Healthcare saw earlier this year. It is not worth defending these two new negative developments for the smallest position in the portfolio. In addition, this additional effective will increase the defensive of the portfolio at this uncertain moment based on prices prior to the market, we will realize a loss of approximately 12% in our last remaining actions. (Jim Cramer's charitable trust is Long Gehc. See here a complete list of actions). As a subscriber of the CNBC Investing Club with Jim Cramer, he will receive a commercial alert before Jim makes an exchange. Jim waits 45 minutes after sending a commercial alert before buying or selling an action in the portfolio of his charitable trust. If Jim has talked about an action on CNBC TV, wait 72 hours after issuing the trade alert before executing the operation. The information of the previous investment club is subject to our terms and conditions and privacy policy, together with our discharge of responsibility. There is no fiduciary obligation or duty, or is created, by virtue of receiving any information provided in relation to the investment club. No specific results or profits are guaranteed.
