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Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?
- Amphenol Corporation (APH)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
Q: I have some US cash and was looking at APH. There haven't been many questions on it. What do you think? I'm interested in growth. I will also be buying crox, axon and vertiv.
Q: Any recent thoughts on Amphenol?
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