Does S&P still like Vishay Intertechnology [VSH]?
Vishay is ranked 5-STAR [a best-buy ranking, according to S&P’s Stock Appreciation Ranking System — STARS]…. We still favor the tech-type capital-goods companies in the electrical-equipment and contract-manufacturing industries. Q: What are some other companies in that group? A: Others would include Amphenol Corp [APH], Jabil Circuit [JBL], Sanmina Corp. [SANM], Solectron Corp. [SLR], and finally Technitrol [TNL]. Q: I know energy is a favorite S&P sector now — when will Exxon [XOM] hit high? A: The international integrated oil companies, of which Exxon Mobil is the biggest component, are up only 6% this year, vs. a 43% climb in the drilling companies and a 41% increase in the E&P [exploration and production] industry. Because the international-integrateds have exposure to all areas of oil (noting that higher energy prices help one area but hurt another), that causes us to maintain our hold recommendation on the XOM shares. Q: What energy stocks warrant better than the hold you giv
