Keeping an eye on $KEYS, $NVT, $LFUS and $ETN after sharp two-session pullbacks. The recent fundamentals still look better than the price action, especially around growth, cash generation and outlook. The main risk is that the market may still be repricing premium valuations after strong prior runs. There may still be details the market is pricing in that I haven’t caught yet; this is a watch, not a verdict.
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