Sunday, August 25, 2013

"What do stock bloggers do when they are on vacation? Look at other people's investments of course! Which brought me to this stock: Amphenol Corporation (APH)

Dow Jones Industrial Average 15,010.51 (Down) Week ending 08-23-2013

Good Morning. Well I went on blogger vacation and the Dow Jones went up 200 points then promptly turned around and dropped 600 points. Wasn't that fun? While I was off, I was on the prowl like one of those American Picker guys in search of good investments for you to post on the blog. So off I went and where did I land?

Go west young man! I went to the 2012 Annual Investment report of the calPERS - California Public Employees Retiree Benefits Trust. I found something interesting there. They don't ever seem to sell any of the stocks they buy. So it was like an archaeological dig of long term buy investments, with long term results shown.

What I found was that they had made money on Apple, Qualcomm, and  a bunch of Big oil company stocks, (Green state, huh?), and then one other stock that projected out to me like the "North" star, Amphenol Corp. Cl A (Symbol APH, $77.80). CalPERS has done very well being invested in Amphenol over the years.

APH, has a Return on Equity of 24.38% and a PEG Ratio of 1.21%. Amphenol is just a good steady growing business. If you are viewing Freewilly's Stockpicker Blog in the mobile version on your Apple iPhone, Amphenol supplies the all important antenna inside the iPhone 5.

Here are the numbers: APH annual Revenues were 4.465 Billion and Net income of 594.8 Million. The dividend yield is 1.03%. Gross Profit margin is 31.67%. The Investor's Business Daily earnings rating is 82 the percentile ranking for earnings growth of all stocks. (The center number of the three when you look at the columns in IDB.)

The annual Free Cash flow is 144.2 Million and insiders are purchasing more shares than they are selling over the last six months. Earnings per share for 2013 is $3.78 and for 2014, it is looking like $4.18 per share.

"What experience and history teach is this - that people and governments never have learned anything from history, or acted on principles deduced from it." 

G. W. F. Hegel
"So let us do our investigative homework and actually learn from the trail of  positive ideas that history leaves for us to study and repeat them to our advantage."

author Freewilly .

Enjoy the rest of your summer -   Freewilly

" Bowie Boy"

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