Molex, Inc. (NASDAQ:MOLX)
CAPS Rating:
The Company manufactures electronic components, including electrical and fiber optic interconnection products and systems, switches and integrated products.
The Company manufactures electronic components, including electrical and fiber optic interconnection products and systems, switches and integrated products.
Recs
Seems like a well-positioned company with its diverse and large group of products being sold globally, benefiting from key trends (fiberoptics, mobile). A high dividend yield (3%+). Japan disruption is now a past event even though it'll show through on the next quarter's earnings. I would expect this to be a good though unspectacular market-beater over the next two years. One ongoing concern longer-term is that this company appears more cyclical than truly growing -- the stock price has really just bounced around since IPO. Outperform.