Big Call Screening: Travelers, Amphenol, Rational, Schneider Electric

Currently, Travelers (TRV) is attracting attention with very strong price action. Not only can Travelers report record results thanks to declining large-scale damage events, but the medium-term outlook for the US industry leader also remains promising, especially as it benefits from rising prices and higher premium income in its core business around auto and homeowners insurance, while simultaneously being one of the leading providers in growth segments such as cybersecurity solutions for SMEs. The US connectivity specialist Amphenol (APH) is...