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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (33108)	12/23/2008 1:06:20 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78618

PH, APH - besides APD PH and APH are two industrials (in the broadest sense) that have a "moat", IMO PH - main advantage is a broad product offering, IMO. At the company i work for the mechanical guys like PH because they can order many items (many of them unique) at the same vendor and their application engineers are good. For a lot of lower volume customers, pricing is not as important as product depth and quality. PH is not immune to manufacturing woes but i expect them to hold up reasonably well and bounce back sooner than the competitions. APH - the goto guys for electrical connectors. Traditionally trades at a rich valuation but now is cheap enough to consider. They have shown growth (15% in decent years) and margins far above the competition.