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.
March 10, 2026
JBL: Good Set Up into FQ2 Print
We see the recent 12% pullback in the shares of Jabil (JBL; $247.46; O/P) as a very good buying opportunity into its FQ2 (Feb) results and guidance, scheduled for next Wednesday (3/18 before market). More…
March 9, 2026
More Supply Chain Focus on Aerospace & Defense Spending Likely
We believe an expanding war in Iran is starting to adjust investor thinking on end market risks within technology supply chains, for better as well as worse (e.g., aerospace & defense vs. auto and consumer…
March 5, 2026
VRT: It’s Becoming More of a Project Scale Thing
Earlier this week, Vertiv (VRT; $243.64; E/W) announced it was collaborating with Generate Capital, a sustainable energy investment platform, to offer “Bring Your Own Power & Cooling” solutions to U.S. data center operators. We think…
March 4, 2026
TEL: No Time for Fiber Fear; Reiterate Outperform
We see the 16% plunge since February 25th in the shares of TE Connectivity (TEL; $204.31; O/P) as a major buying opportunity for investors with 3–9-month time horizons, even after considering general stock market volatility…
