RE:RE:Steel tariffsI was thinking that this is positive for CAF too.. at the very worse neutral. I didn't like the margins in the first quarter because they had a one month delay in raising their sale prices. The second quarter should see the margins normalize. CAF upped there inventories of raw materials in the first quarter in expectation for strong demand in the second quarter. Second quarter results should be huge!!! Thanks JR for leading me to this stock.