Strong dollar risk: Where all 33 companies in our portfolio generate their sales

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Investing Club: Strong dollar risk — where all 33 companies in our portfolio generate their sales

We discussed on Friday the strong dollar — what's driving its surge in 2022 and how companies are being hurt by it, as well as what it means for investors ahead of earnings season. We're building on that report Tuesday, zooming in on the geographic revenue breakdown of all 33 companies in Jim Cramer's Charitable Trust , which is the portfolio we use for the Club.

The first three percentages relate to revenue Linde generates from its industrial gas operations, which is managed on a geographic basis. Its engineering operations are managed on a worldwide basis, per the company's annual report — and as a result, revenue Linde generates from designing and manufacturing equipment used for air separation and other industrial gas purposes is included all together.

 

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