Letters by company
TE Connectivity plc
6 letters discussing TEL. Everything written about it on this site is on its ticker page.
- The London Company Market Observations & Portfolio Commentary Mid Cap – 3Q2026 vs. Russell Midcap The Mid Cap portfolio faced headwinds from underweights in energy and beaten-down software, alongside pressure at consumer-facing and building-products holdings. The strategy added Verisk, Honeywell Aerospace, TE Connectivity and CBRE, while exiting Bruker, Copart and Pool. The manager argues that quality businesses with conservative leverage and durable cash generation should benefit as higher rates pressure weaker balance sheets. 3Q2026 APPF $8BAVTR $11BCBRE $39B
- The London Company Large Cap – 2Q2026 vs. Russell 1000 Value Market Update The Large Cap portfolio retained its quality bias as AI-led semiconductor and cyclical leadership left Quality and Yield factors behind. It trimmed Alphabet to maintain position limits, added to Republic Services for its defensive waste-services model, and argues that elevated AI spending, index concentration and valuations warrant discipline. 2Q2026 ENTG $24BGOOGL $3.6TMLM $37B
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 3rd Quarter 2026 Matrix Asset Advisors initiated Uber Technologies after autonomous-vehicle fears lowered its valuation, added to TE Connectivity and Qualcomm, and exited Nike and Intuit for more timely opportunities. The firm extended bond maturities modestly after higher Treasury yields, while warning that AI capital spending, elevated rates and weak housing could constrain growth. 3rd Quarter 2026 NKE $57BUBER $144B
- Hennessy Funds Where Opportunities Are Emerging in Equity and Fixed Income The Equity and Income Fund added Dominion Energy for its regulated utility earnings, balance-sheet improvements and data-center-driven power demand, while selling Equitable after confidence in its inconsistent core business declined. It favored high-quality equities at reasonable valuations and extended bond exposure in the curve’s belly while adding selected high-quality corporate credit. first half of 2026 D $60BENTG $24BEQGPF $3.8B
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $189BMCD $194B
- Davenport Asset Management The Davenport Funds Quarterly Update Davenport Funds cautions that AI enthusiasm, easing monetary policy and fiscal stimulus have pushed parts of the equity and credit markets toward speculative valuations. The funds trimmed technology winners, exited Electronic Arts after its take-private agreement, and added discounted opportunities including Accenture, Agilent, Elevance Health and Americold Realty Trust. Third Quarter Update 2025 A $50BACN $150BCOLD $4.6B
