COMMENT
Commodity stocks. You generally want to buy commodity companies when PE is high, so earnings are low; sell when PE is low, which means earnings are peaking.
Unknown
DON'T BUY
Rough times. Backlogs come and go. One of the world's leaders. Acquisition a while ago heavily indebted them. Supply chain disruptions, higher input costs, delivery delays. Competitive area, especially with EVs.
Automotive
BUY
Tremendous value. Received massive settlement from AAPL last quarter, estimated at 100M USD. Patent portfolio is for sale. Will become a pure play intelligent transportation solutions company, which means tolls and weight in motion. Huge contracts in last 6 months. Will benefit from government infrastructure spending.
electrical / electronic