SANM

This actually leads me to the last choice for today's video, which is Sanmina, codenamed SANM. This name is certainly not known to the general public. However, it is a stock that has risen by about 60% over the past twelve months, and by about 20% since the beginning of the year, slightly above the performance of the broader S&P 500 index.

As always, and this is something we talk about all the time, a stock's performance alone doesn't tell you its growth story, nor does it tell you the quality of the business. But this is a really interesting company , and I think it deserves a lot of the growth we've seen.