Molex, Inc. (NASDAQ:MOLX)

CAPS Rating: 5 out of 5

The Company manufactures electronic components, including electrical and fiber optic interconnection products and systems, switches and integrated products.

Recs

2
Player Avatar TMFSpiffyPop (99.22) Submitted: 6/30/2011 11:47:24 AM : Outperform Start Price: $24.54 MOLX Score: -4.51

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.

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