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.
July 21, 2026
CLS: Consider the Forest Over the Trees into Q2 Print
The shares of Celestica (CLS; $322.47; O/P) are still down ~25% from recent highs reached back on June 1st, which we think represents an especially attractive risk reward, not only into Q2 results and guidance…
July 20, 2026
SANM: Stock Not Getting Enough Credit Into FQ3 Print
We believe the recent 24% decline in the shares of Sanmina (SANM; $201.87; O/P) is likely to prove well overdone when the company reports FQ3 (Jun) results and guidance next Monday (7/27 after the close)….
July 20, 2026
The Changing Passive Optical Competitive Landscape
This morning, Molex, a wholly owned subsidiary of privately held Koch Industries and one of the world’s largest makers of interconnect products, announced a massive long-term supply agreement with Prysmian (PRYMY; $72.69; NR) that we…
July 20, 2026
BHE: Still Plenty of Room for EPS Upside
We expect Benchmark Electronics (BHE; $78.45; O/P) to produce Q2 results and guidance, which are scheduled for July 29th (after market close), that impress investors in terms of both top line momentum and operating margin…
