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.
October 20, 2026
FLEX: Word Has It, The Stock is Very Cheap Ahead of Spin
We reiterate our Outperform on the shares of Flex (FLEX; $87.82), which continue to have trouble “finding a floor” despite strong support for valuing its soon to be separated Axiom Solutions International business at $37.5B…
October 20, 2026
CLS: Key Questions for What Looks Like a Good Q3 Set Up
The shares of Celestica (CLS; $300.35; O/P) are down 20%+ over the past couple of weeks and down 36% from all-time highs set in early June to only 16X our 2027E EPS that we think…
October 19, 2026
TTMI: Doubles Down on M&A Strategy
This morning, TTM Technologies (TTMI; $98.62; O/P) announced its latest in a series of acquisitions that have been aimed at rounding out its technology portfolio for higher margin aerospace & defense markets (A&D; 33% of…
October 15, 2026
More Macro Risks to Consider into EPS Season
The generally rising cost of capital combined with a heightened inflationary environment, which now seems more likely to add to pressures at both the consumer and corporate levels, has added to what we still believe…
