I would like to make these purchases:

$SPOT (+1,12%) , $META (-7,03%) , $GOOGL (-3,55%) ,$APH (-9,28%) ,$CSPX (-4,45%) , $MC (-4,43%)
$MELI (-1,08%) 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 (-9,28%) 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

Today I added $APH (-9,28%) today.

Ampehnol published its quarterly figures last week:

Amphenol delivered an impressive performance in Q4 2024 with revenue up 30% year-on-year to USD 4.318 billion. The company's focus on AI connectivity technologies and strategic market diversification has proven successful. Of particular note is the IT datacom market, which, driven by AI applications, recorded a 76% increase in revenue and contributed significantly to the quarterly success.

Financial highlights

- Revenue: USD 4.318 billion, an increase of 30% year-on-year

- Earnings per share: 0.55 US dollars (adjusted), compared to 0.59 US dollars according to GAAP

- Operating margin: 22.4%, an increase of 120 basis points year-over-year

- Operating cash flow: 847 million US dollars

Outlook and guidance

For the first quarter of 2025, Amphenol forecasts revenue between $4.0 billion and $4.1 billion, with adjusted EPS guidance of $0.49 to $0.51. The company expects continued growth in AI-related investments and mid-single-digit sequential growth in the IT datacom market. These forecasts point to continued positive momentum into 2025.

Management commentary

CEO Adam Norwood emphasized the company's strategic positioning in AI technologies: "The revolution in AI continues to create a unique opportunity for Amphenol." He also highlighted the company's decentralized structure as a particular strength: "Our unique entrepreneurial organization has created a new position of strength."

Questions and answers

During the earnings call, analysts inquired about Amphenol's strategies to address potential tariff challenges as well as its performance in the automotive and mobile device markets. The company expressed confidence in its flexibility and growth opportunities, particularly in the electric and conventional vehicle markets.

Risks and challenges

- Potential tariff increases could have an impact on cost structures.

- Declining sales in the automotive market, particularly in Europe, pose a risk.

- Disruptions in the supply chain could affect production schedules.

- Market saturation in certain segments could limit growth.

- Macroeconomic pressures, including currency fluctuations, could impact financial results.

Source:

https://de.investing.com/news/transcripts/amphenol-ubertrifft-im-4-quartal-2024-epsprognose-aktie-steigt-93CH-2847026