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Flex Ltd. (FLEX $142.17)
- $142.17 P/E (TTM): 64.04X Cap: $52.27B
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Flex Ltd. (FLEX $142.17)
- $142.17 P/E (TTM): 64.04X Cap: $52.27B
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Q: Flex had a huge run up today. How does this company play in the AI world, and does it have more upside? Thanks.
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Caterpillar Inc. (CAT $897.45)
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GE Aerospace (GE $297.15)
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Eli Lilly and Company (LLY $948.45)
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Parker-Hannifin Corporation (PH $878.83)
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Finning International Inc. (FTT $97.47)
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Badger Infrastructure Solutions Ltd. (BDGI $84.10)
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Flex Ltd. (FLEX $142.17)
- $142.17 P/E (TTM): 64.04X Cap: $52.27B
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Curtiss-Wright Corporation (CW $729.20)
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RTX Corporation (RTX $176.09)
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GE Vernova Inc. (GEV $1,040.15)
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Howmet Aerospace Inc. (HWM $270.56)
- $270.56 P/E (TTM): 72.93X Cap: $108.25B
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Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.
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Amphenol Corporation (APH $128.03)
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Flex Ltd. (FLEX $142.17)
- $142.17 P/E (TTM): 64.04X Cap: $52.27B
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Jabil Inc. (JBL $355.15)
- $355.15 P/E (TTM): 47.93X Cap: $39.28B
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Arista Networks Inc. (ANET $141.77)
- $141.77 P/E (TTM): 51.55X Cap: $178.51B
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Ciena Corporation (CIEN $548.11)
- $548.11 P/E (TTM): 349.11X Cap: $77.50B
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Celestica Inc. (CLS $375.55)
- $375.55 P/E (TTM): 51.81X Cap: $43.22B
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Fabrinet (FN $621.28)
- $621.28 P/E (TTM): 59.51X Cap: $22.26B
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Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?
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