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Amphenol Corporation (APH $103.71)
- $103.71 P/E (TTM): 50.17X Cap: $124.99B
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Amphenol Corporation (APH $103.71)
- $103.71 P/E (TTM): 50.17X Cap: $124.99B
- View APH Profile
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ResMed Inc. (RMD $261.07)
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Interactive Brokers Group Inc. (IBKR $62.00)
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Q: The portfolio manager of the Mawer Investment Management fund, Jeff Mo, recommends these 3 stocks to withstand the trade war: IBKR, RMD and APH.
In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?
Alternatively, which would be your preferred stocks for a trade war ?
Gratefully,
Jacques IDS
In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?
Alternatively, which would be your preferred stocks for a trade war ?
Gratefully,
Jacques IDS
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Costco Wholesale Corporation (COST $947.56)
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Meta Platforms Inc. (META $712.97)
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Amphenol Corporation (APH $103.71)
- $103.71 P/E (TTM): 50.17X Cap: $124.99B
- View APH Profile
- View Questions on APH
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Element Solutions Inc. (ESI $24.47)
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Roblox Corporation Class A (RBLX $124.50)
- $124.50 Cap: $84.44B
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Q: I have a small position in Element Solutions and am thinking of adding to it but can't find any previous questions. I'm also thinking of adding to Amphenol and starting a new position Roblox, Meta and Costco.. This would be in the growth portion of my portfolio. Or I could add to Vertiv and Axon. I have about 70k USD to deploy.
Thanks
Thanks
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Analog Devices Inc. (ADI $240.48)
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Amphenol Corporation (APH $103.71)
- $103.71 P/E (TTM): 50.17X Cap: $124.99B
- View APH Profile
- View Questions on APH
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Tellza Inc. (TEL $0.81)
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Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?
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