Fox Advisors covers a range of companies related to electronics supply chains, automotive technologies, and storage. No other provider covers these industries with such accuracy, consistency, and integrity.
25+ years of sell side equity research experience gives Steve the corporate access, industry insights, creativity, and experience needed to produce meaningful research geared towards helping clients generate alpha.
At Fox Advisors, we pride ourselves in the fact that we always make opinionated, fact-based recommendations. We are known for our specific buy/sell recommendations for the companies in our coverage universe.
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.
February 2, 2023
Benchmark Electronics (BHE; $28.66; O/P) produced solid Q4 EPS despite late quarter weakening in higher margin semi-cap equipment program demand (25% of 2022 sales), which is consistent with recent comments from other EMS providers, such…