Summer Sale
50% off Premium Yearly
00days
00hrs
00mins
00secs
Opinions Jamie Murray 
Schneider ElectricSU-EPAHOLDJan 25, 2023
In the face of energy issues and global recession? Sees further strain on the European energy sector. Industrial stocks like SU wouldn't be immune to any softening in the economy. Longer term, lots of growth, especially as everything goes more electric. Fairly valued at 19 PE. Can own for a long time.
Jamie Murray Unknown
N/A
Stock price when the opinion was issued
0
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
DON'T BUY
He would stay away from this one. They have been public since 1990, but it has been a long term under-performer. Some of their older businesses have not been growing well. There are other better players in this space. He would be interested if they spun off some of their legacy assets. It is not one of the better investments in the space of electrical products.
COMMENT
WATCH
(French index.) A couple of challenges. Industrial so fairly cyclical and fairly leveraged to overall economic activity. Company is doing extremely well. Organic growth is good with good penetration into emerging markets. 4.4% yield which should be fairly secure. Might be quiet for the next couple of years. Watch the company and their business plan and what they are focused on.
