ESI - Entegris: Sector Leader At A High Valuation Even With Semi Industry Tailwinds

• The time has passed for this cyclical industry, as most strong names now see high valuations.
• This company exhibits leading fundamentals, and the share price has grown accordingly.
• I remain hesitant to add shares as growth missed expectations last earnings and current shareholders should consider trimming shares as well.
• My most recent article on Element Solutions points to a strategy I have regarding this sector, with reevaluation at the end of the year.

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