Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
January 17, 2025
APH: Not Expecting Any Major Surprises with Q4 Print
We assume the shares of Amphenol (APH; $69.86; E/W) continue to trade within the range we have seen from the stock for the past 10 months or so after the company offers up its Q4…
January 17, 2025
WDC: Pre-Announces FQ2 (Dec) as CFO Departs
Last night, Western Digital (WDC; $64.25; O/P) filed an 8-K in which it disclosed that it expected FQ2 (Dec) sales to be at mid-point of its original guidance range of $4.2-4.4B but that adjusted EPS…
January 15, 2025
TEL: Positioned Well to Start the New Year
We reiterate our Outperform on the shares of TE Connectivity (TEL; $143.47) ahead of FQ1 (Dec) results and outlook, scheduled for next Wednesday (1/22 before market). Most importantly, we think TEL can at least live…
January 15, 2025
STX: Time for a Catch-Up Trade with Earnings
We think the shares of Seagate (STX; $94.34; O/P), which are down 16% since mid-October (vs. +2% for the S&P 500), remain oversold ahead of FQ2 (Dec) results and outlook, scheduled for Tuesday (1/21 after…
