| PAST TOP PICK | 9.180 | Don Reed | (A Top Pick Jul 12/07. Down 19%.) Still likes. Singapore listing. Do a lot of their electronics in the US in the electronics area. | 2008-08-28 | |
| PAST TOP PICK | 10.560 | Don Reed | (A Top Pick July 12/07. Down 6%.) Likes this one going forward. Still a Buy. | 2008-02-22 | |
| TOP PICK | 9.740 | Benj Gallander | This is a contrarian kind of stock. Does over $20 billion in revenues. They make money year after year. Have limited debt. They are major players in their field. | 2008-01-25 | |
| BUY | 12.150 | Benj Gallander | Likes the acquisitions that they made of Solectron, which gives them a good size and makes him a very strong company. Has a lot of upside still. | 2007-12-24 | |
| TOP PICK | 12.020 | Benj Gallander | He likes this company a lot. They have a 30 billion operation in terms of revenue, but also have some debt after a merger. Believes it is a major industry leader that will do well. Watch for upcoming write-offs because of the merger. Believes they will make money in a competitive market. | 2007-10-18 | |
| SELL | 10.800 | Derek Webb, CFA | The business has way too much capacity. Earnings have been going down rather than up. Doesn't like any of the tech builders such as this one and Celestica (CLS-T) | 2007-08-28 | |
| TOP PICK | 11.130 | Don Reed | A Singapore company. They do design electronics as well as manufacturing. They are in a sweet spot as companies continue to outsource. | 2007-07-12 | |
| DON'T BUY | 11.080 | Peter Hofstra | EMS is an area that he has been shy of. If you were going to get in, you would have to get in on the dips. There is plenty of value in other areas of technology. | 2007-03-22 | |
| TOP PICK | 14.590 | Roger McNamee | He is focused on technology and the consumer side of technology. Wireless data is a really big deal. | 2004-11-26 | |
| TOP PICK | 18.260 | John Kim | Has some nice earnings growth momentum. | 2004-03-05 | |
| BUY | 18.240 | Larry Berman CFA, CMT, CTA | $30 is the next major overhead resistance level. Short-term, has started to lose a little bit of momentum. | 2004-03-03 | |
| DON'T BUY | 14.470 | Howard Sutton | Just reported a pretty good quarter. In a tough business. Thin margins. Trying to acquire original design manufacturers in order to help margins. Trading at 30 X 2005 earnings. Pretty fully valued. Would try to get in at $10. | 2003-10-29 | |
| DON'T BUY | 9.320 | Robert McWhirter | Ranks in the bottom third of their quantum database model. Negative earnings. | 2002-12-10 | |
| DON'T BUY | 7.800 | Gavin Graham | Thin margins and are being squeezed further. Orders are poor. | 2002-10-18 | |
| BUY | 7.440 | Howard Sutton | This and Celestica would be his two top picks in the EMC outsourcing sector. Great long term business. | 2002-07-09 | |
| DON'T BUY | 13.460 | Howard Sutton | A very bright future with a long term growth. End demand doesn't exist for their product yet. | 2002-04-26 | |
| DON'T BUY | 16.400 | Brad Willock | Doesn't like this sector at this time. | 2002-04-19 | |
| BUY | 16.400 | Howard Sutton | An OK price for long term. A good diversified product line. | 2002-04-09 | |
| BUY | 15.670 | Howard Sutton | Prefers over Solectron | 2002-02-22 | |
Experts that have talked about Flextronic International
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