NI Technology Updates Outlooks for Flextronics, Jabil Circuit, Sanmina-SCI, Benchmark Electronics, and Celestica
Published on Monday, 02 April 2012 10:17 Written by TradersHuddle Staff
PRINCETON, N.J., April 2, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Flextronics (Nasdaq: FLEX), Jabil Circuit (NYSE: JBL), Sanmina-SCI (Nasdaq: SANM), Benchmark Electronics (NYSE: BHE), and Celestica (NYSE: CLS).
Editor Paul McWilliams spent a decades-long career in the technology industry, and has earned a reputation for his skill at communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.
The Electronic Manufacturing Services (EMS) sector is where smart investors look to check the pulse of the tech industry. Over the weekend, Next Inning published its highly acclaimed State of Tech report covering the EMS sector.
This report covers the five largest EMS companies that are traded on U.S. stock exchanges and provides deep insight into the contract manufacturing companies that build everything from iPhones to 4G cellular basestations. In its 20+ pages, it includes 22 tables providing fundamental data and valuation analysis as well as detailed commentary, forecasts and actionable ideas for the various companies that are making headlines today.
To get ahead of the Wall Street curve and receive his latest reports for free, you are invited to take a free, 21-day, no obligation trial with Next Inning. For full details on this offer, please visit the following link:
McWilliams covers these topics and more in his latest reports:
-- What are the challenges facing Flextronics today? Is Flextronics well-positioned to meet McWilliams' profitability goals for 2012? What is McWilliams' estimated fair value range for Flextronics and how much upside does it represent from current prices? Does Flextronics merit consideration as a strategic investment or should investors view is as more of a short-term speculation?
-- What has been behind Wall Street's negative view of Jabil? Is Wall Street right in this view or is it still looking in the rearview mirror? What is the most intriguing thing about Jabil that investors should consider right now? Does McWilliams believe Jabil is the best stock for investors wanting exposure to the EMS sector? Which stock might McWilliams consider pairing with an investment in Jabil?
-- McWilliams was highly critical of Sanmina in early 2011 and termed management's comments as "over the top" when the stock was trading in the mid-teens. Following this, Sanmina announced the departure of its president and COO. When the price of Sanmina finally bottomed in the fall of 2011, McWilliams suggested it was time to buy again. Has Sanmina come a long way since making these changes? Does McWilliams expect Sanmina to rebound further, or is it time for investors to take profits?
-- Despite a poor performance by Benchmark in 2011, are there signs that the company is turning things around in 2012? What two potential factors could drive Benchmark's earnings notably above expectations in 2012? Which stock in the contract manufacturing sector would McWilliams recommend pairing with Benchmark? What does McWilliams see as an estimated fair value target for Benchmark?
-- Is Wall Street valuing Celestica at a bargain price because of its exposure to Research in Motion? How much exposure to RIM does Celestica actually have? Are there other EMS companies with high exposure to RIM? Does Celestica merit consideration as an investment with strong potential upside? What factors does McWilliams see in the Celestica equation that makes it a higher-risk investment relative to other EMS companies? What is McWilliams' estimated fair value target for Celestica, and what stock does he think it should be paired with?
Founded in September 2002, Next Inning's model portfolio has returned 307% since its inception versus 55% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
CONTACT: Marcia Martin, Next Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC
- Flextronics Announces Departure Of Chief Financial Officer
- Celestica Now Certified to ISO 13485 for Medical Device Manufacturing in Romania
- Flextronics Reports Fourth Quarter Results
- Leading Tech Analyst Previews Earnings for Anadigics, Integrated Device Technology, International Rectifier, Cavium, and Flextronics
- Sanmina To Ring The NASDAQ Stock Market Opening Bell In Celebration Of Its 20th Anniversary As A Public Company
- Benchmark Electronics Reports Results For The Quarter Ended March 31, 2013
- Celestica announces election of directors
- Flextronics Announces Opening Of Medical Design Center In Milan, Italy
- Celestica announces first quarter financial results
- Sanmina Reports Second Quarter Fiscal 2013 Results
Related Partner Headlines
- Flextronics Appoints Lawrence Zimmerman to its Board - Benzinga
- Flextronics International Ltd. Stock Downgraded (FLEX) - TheStreet.com
- UPDATE: Deutsche Bank Reiterates Hold Rating, Lowers PT on Benchmark Electronics - Benzinga
- Top 4 NASDAQ Stocks In The Printed Circuit Boards Industry With The Highest Cash - Benzinga
- Benchmark Electronics Stock Upgraded (BHE) - TheStreet.com
- Celestica Inc. Stock Downgraded (CLS) - TheStreet.com
- UPDATE: Citigroup Raises PT to $9 on Sanmina-SCI Corporation on Higher EPS Estimates - Benzinga
- Stocks To Watch For July 24 - Benzinga
- The Net/Net Way to Find Cheap Stocks - TheStreet.com
- Top 4 Stocks In The Printed Circuit Boards Industry With The Lowest PEG Ratio - Benzinga
Latest Partner Headlines
Dow Today: Verizon Communications (VZ) Higher - TheStreet.com
Separating the Bargains From the Busts - TheStreet.com
Cramer Quick Take: The 60-Inch TV Will Be Key This Holiday - TheStreet.com
Cramer Quick Take: Cisco Wins If Fiscal Cliff Is Resolved - TheStreet.com
Gap Up and Sit - TheStreet.com
Apple, Intel, MicroStrategy: Tech Winners & Losers - TheStreet.com
Windows 8 PC Sales Disappointing: Report - TheStreet.com
Cramer Quick Take: Buy Home Depot and Lowe's - TheStreet.com
Dow JonesCompany ID [INDEXDJX:.DJI] Last trade:15,294.50 Trade time:4:53PM EDT Value change:▼12.67 (-0.08%)
S&P 500Company ID [INDEXSP:.INX] Last trade:1,650.51 Trade time:4:52PM EDT Value change:▼4.84 (-0.29%)
NASDAQCompany ID [INDEXNASDAQ:.IXIC] Last trade:3,459.42 Trade time:5:15PM EDT Value change:▼3.88 (-0.11%)
In The Wires
Santa Cruz County Bank Declares Cash Dividend
Acquisition of rue21, inc. by Funds Advised by the Private Equity Firm Apax Partners May Not Be in the Best Interests of rue21 Shareholders
Viking Minerals Inc: The Company enters into final negotiations to acquire Multi-Million dollar Coal Resource on profit sharing basis.
Crest Supplements its Proxy Statement Opposing Revised Terms for Sprint-Clearwire Merger
Novelis and CEO Philip Martens Win Top Honors at Platts Global Metals Awards
Venaxis Announces Pricing of Offering of Common Stock and Warrants
Synopsys Delivers VDK for Renesas RH850 MCUs
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Vitamin Shoppe, Inc. - VSI