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The Company manufactures electronic components, including electrical and fiber optic interconnection products and systems, switches and integrated products.
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.
Koch Industries buyout -- up 31% today -- closing out for a very nice patient two-year win.
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