Christine Poole Amphenol Corporation APH-N DON'T BUY Aug 20, 2024

vs. TE Connectivity

It's more acquisitive and trades at a higher PE than TE.

Christine Poole

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$67.070

Stock price when the opinion was issued

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BUY ON WEAKNESS

Financial metrics are very strong (return on equity, cash flow) Not educated on what company does, but likes financial picture. Not cheap enough valuation to justify investment. Buy on weakness (~20 P/E ratio).

BUY

He's owned this since inception. It benefits from AI tailwinds, and boasts 2% revenue growth.

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Christine Poole Amphenol Corporation APH-N DON'T BUY Aug 20, 2024

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Amphenol Corporation(APH-N)

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