May. 28 at 5:25 PM
$SOLS I have trimmed a few positions that have had great runs lately. This is one, however, that I have not for two reasons. The company remains a differentiated specialty materials leader with a monopoly in U.S. UF₆ conversion and AI/semicon/refrigeration tailwinds. It also still screens attractive on GARP metrics (PEG and PFCFG) relative to names I've cut back. It's become a core holding (nuclear sleeve) since I bought it on the post-spin dip. Thanks to Honeywell for setting it free.