tag:blogger.com,1999:blog-2335748440449035592.post4873452208604168704..comments2008-04-21T09:10:39.554-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-91631948879942266312008-04-21T09:10:00.000-04:002008-04-21T09:10:00.000-04:00Michael, I am not sure I understand your question. Personally I'd like to see a list of all companies sorted by % of sales overseas. You'd want to be overexposed to those with higher % and lower exposed to those with lower $ or nil. Eventually, as Celal says, the overseas weakness will also happen - Japan and parts of Europe already slow. The question is will China continue to subsidize all growth no matter the price, and the Middle East seems set as long as oil is >$90. However they are importing inflation at a hectic pace since most are pegged to the US economy. <BR/><BR/>But foreign markets will slow, and their populations will also be hurt by inflation. But for now the weaker dollar helps multinationals.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-57106799085137565372008-04-20T16:22:00.000-04:002008-04-20T16:22:00.000-04:00Don't forget that when Europe and Japan follow the U.S. into recession there will also be fewer EUROS and YENS for those big multinationals to convert into USD.Celal Biraderhttp://www.blogger.com/profile/01242438141738856391noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-64310431899295261452008-04-19T18:18:00.000-04:002008-04-19T18:18:00.000-04:00Any specific companies you see posting weaker earnings because of too much exposure to the US and weak dollar?Michaelhttp://www.blogger.com/profile/02222094853295782606noreply@blogger.com