The YouTuber notes Belden, a maker of data center fiber and cabling, has been a steady recovery story. However, the stock was hit hard by its $1.8 billion acquisition of Ruckus Networks, which the market doesn't yet trust. Despite solid execution and revenue growth, Belden is currently trading at one of the cheapest forward multiples in the basket, suggesting caution.
“This is one you just don't jump into, but you definitely want to watch it and do a little extra research.” — ▶ 01:16:00:00