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Amphenol Corporation (APH $137.25)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.86)
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Monolithic Power Systems Inc. (MPWR $1,068.43)
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EnerSys (ENS $164.14)
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?