Sensor and control manufacturer Sensata Technologies (ST)
has the sort of stock that can test an investor's resolve to stick to
value discipline. There are not all that many companies that manage to
carve out 30%-plus market share in multibillion-dollar markets, let
alone that still have mid-to-high single-digit growth potential just on
the basis of content growth. Add in a commitment to complementary
M&A and I expect Sensata to be a high-quality growth story. I have
no doubt that some investors will find arguments to support a case that
Sensata is notably undervalued today, but I don't see it and I think
this is a prime candidate for the watch list.
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Sensata Offers Great Market Share And Growth Potential, At A Price
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