After my basic framework (after buying the house in September) with $AVGO (+1,92 %) , $COST (-1,43 %) , $APH (+3,08 %) , $PH (-0,12 %) , $CVX (+0,7 %) , $EXENS (+1,69 %) & $NOC (-2,03 %) stands again,

Now go buy something in the almighty $HMWO (+0,06 %)

I would like to make these purchases:

$SPOT (-0,23 %) , $META (-0,71 %) , $GOOGL (+0,49 %) ,$APH (+3,08 %) ,$CSPX (+0,01 %) , $MC (-0,5 %)
$MELI (+0,17 %) but I would still wait for the US. Stock market or wait for the reaction of other countries

What do you want to get in any case?

We need more Amphe. Meanwhile a forward P/E ratio below 25 with a growth in the next 3 years top line 10% and bottom line 15%

Have a nice weekend 🫡

Bought $APH (+3,08 %) bought it because of the name. Reminds me somehow of my favorite food 😵

Quality Growth with an excellent track record not only in the share price but also in the dividend.

Profits are expected to grow by around 15% over the next few years, the P/E ratio is just 27 and margins are expected to continue to grow. Generally a boring cabling company, but one that is used everywhere. Diversified in sensor and communication technology and a fast-growing area for robust and critical cabling.

Today, after a long time, I decided to add the Amphenol share to my Growth Quality portfolio🗽

Highlights of the fourth quarter of 2024:

• Turnover of 4.3 billion dollars, an increase of 30 %
• EPS of 0,59$, an increase of 44 % compared to the previous year

Highlights for the full year 2024:

• Sales of 15.2 billion dollars, an increase of 21 % in US dollars and 13 % organically compared to the full year 2023
• EPS of 1,92$an increase of 24 % compared to the previous year
• Two acquisitions completed: Carlisle Interconnect Technologies and Luetze
• Almost $1.3 billion paid out to shareholders

Source

https://investors.amphenol.com/news-and-events/news-details/2025/Amphenol-Reports-Record-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx