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IDEX Corporation – Fluid Solutions Provider and Quiet Compounder

Analysis / January 16, 2023

Business Overview IDEX Corporation is a diversified industrial machinery company with a focus on providing fluid control solutions. The company offers pumps, flow meters, injectors, valves, monitoring systems, drying systems, sealing solutions, and pneumatics, as well as various engineered and mixing products. Its business operations are broken down into 3 segments: Fluid & Metering Technologies …

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Portfolio Recap 2022

Portfolio / January 16, 2023

With 2022 officially in the books, I thought I’d share some metrics from my dividend growth portfolio. A quick disclaimer, this is my taxable brokerage account but I also have a 401k and Roth IRA, both of which are in index funds. So while this portfolio night be overweight in certain sectors (like industrials) and …

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Portfolio Review – December 2022

Portfolio / January 16, 2023

After markets rallied throughout November, December reminded us that there are still significant economic uncertainties and likely more pain ahead for investors. Even with inflation slowing, it still hasn’t eased to more manageable levels yet. Additionally, there are still geopolitical tensions, uncertainty around China’s reopening, a slowdown in the housing market, and higher interest rates. …

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Portfolio Review – October 2022

Portfolio / November 3, 2022

October was a volatile month for the stock market. It started with a small but strong rally, sold off to new yearly lows, then rallied considerably over the second half of the month. We also saw the US government enact strict sanctions over advanced semiconductors and semiconductor equipment sales to China, and big tech earnings …

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West Pharmaceutical Services – Global Leader in Injectable Solutions

Analysis / November 3, 2022

Business Overview West Pharmaceutical Services is the global market leader in packaging and delivery components for injectable drugs and healthcare products. The company maintains a market share of approximately 70% of the injectable primary packaging industry. In 2021 they produced almost 45 billion components, which were used for vial containment, syringes, drug delivery and diagnostics. …

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Portfolio Review – September 2022

Portfolio / October 1, 2022

September followed a common theme mentioned in the August portfolio update: “Don’t fight the Fed.” The Federal Reserve has been signaling inflation is too high and employment is too strong. They’ve even come out and said that people need to feel some “pain” when it comes to the economy. Combine that with the ongoing energy …

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Amphenol Corporation – Enabling the Electronics Revolution

Analysis / November 3, 2022

Business Overview Amphenol Corporation is an industrial technology company that specializes in the design and manufacturing of electrical, electronic, and fiber optic connectors. The company’s product catalog includes connectors, antennas, sensors, cables, PCBs, fiber optics, and their value-add components. Value-add includes things like cable assemblies and cable management solutions. Amphenol operates through 3 business segments: …

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Portfolio Review – August 2022

Portfolio / October 1, 2022

August was an interesting month for the stock market. During the first half of the month, the market continued its rally off the June lows. However, the second half of the month brought selling pressure that intensified over the final week. Concerns have risen over the economy, the Fed’s intention to continue raising rates, and …

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