Toyota Motor CORP/

• Tweedy, Browne Tweedy, Browne Funds Commentary, Q3 2026 ↗ Tweedy, Browne Funds added Aptiv, LVMH, Minth Group, Puregold Price Club and Toyota Motor where prices stood below conservative intrinsic-value estimates. The firm cautioned that elevated US valuations, AI infrastructure spending and speculative activity could make markets more price-sensitive, while broadening the Buybacks. Dividends + Value Fund mandate to include undervalued companies with dividends and/or repurchases. Q3 2026 ACI $6.1BAPTV $8BBGLAF $1.3B +8
• PP Peapack Private First Quarter 2026 Investment Outlook: Shooting Ourselves in the Foot? ↗ Peapack Private argues that the Iran conflict has lifted energy costs, complicated the Federal Reserve’s inflation and employment trade-off, and reset equity risk premiums without materially reducing earnings expectations. It expects an eventual de-escalation to support international equities, smaller US companies, cyclical and value stocks, and municipal bonds. First Quarter 2026 —

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