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Amphenol Corporation (APH $128.38)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $194.20)
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Monolithic Power Systems Inc. (MPWR $1,191.22)
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EnerSys (ENS $177.95)
Q: Hi,
Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?
Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?
5i Research Answer:
Four would likely be too much (depending on position size) but we do like all of these. Our rank would be: ENS, APH, MPWR
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in MPWR, ENS.