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Amphenol Corporation (APH $108.86)
- $108.86 P/E (TTM): 43.37X Cap: $132.90B
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Amphenol Corporation (APH $108.86)
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Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
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Amphenol Corporation (APH $108.86)
- $108.86 P/E (TTM): 43.37X Cap: $132.90B
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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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Amphenol Corporation (APH $108.86)
- $108.86 P/E (TTM): 43.37X Cap: $132.90B
- View APH Profile
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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
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