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Ep. 162: Stratasys CEO Dr. Yoav Zeif, Talos Energy, Fastenal, Conagra Brands

The Drill Down

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The FAST Fast Stocks Fall Over 11% in the Year

FASNOL shares have fallen over 11% in the year currently trading around 47 bucks a share a ways off from their 52 week high of $65. Fasteners for 50% of our mix are product that most of the fasteners in this country are not producing this country and so whether it's us or supply chain partners in North America most of that's coming from Asia. If there is deflation going on that there's a squeeze that goes down there that occurs in your turn of inventory once you get through that turn of inventory that issue goes away again.

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