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| TOP PICK | 6.210 | Benj Gallander | Has over $30 billion in revenues. Good balance sheet. Have $2 billion in debt. Have made money in the last 2 years. Can see it going over $20. Has a lot of potential. | 2012-01-17 | |
| PAST TOP PICK | 6.140 | Benj Gallander | (Top Pick Jul 13/10, Down 5.52%) Were profitable even during the recession. They have not had the bust out quarters he likes to see. Target is $28 but he thinks it could too high. | 2011-07-15 | |
| TOP PICK | 7.750 | Benj Gallander | Has not moved since he bought it. As compared to others, this is 30 billion in revenues. They were loosing money in the recession but are making money now. Balance sheet is getting better. Management has a solid understanding of what they need to do. As economy improves, they should do much better. | 2011-03-02 | |
| DON'T BUY | 5.960 | David Burrows | Whole electronic device market has been doing quite well but he is not a big fan of the contract manufacturers. Generally margins are very thin and when things slow down profits slowdown as well. 50, 75 and 200 day moving averages are all moving lower. | 2010-09-28 | |
| BUY | 5.550 | Benj Gallander | Likes this company. In a good field. Management seems competent. Have a debt load they have to deal with. Over time, could see the stock back over $20. Kind of a company that should turn with the economy. | 2010-09-17 | |
| TOP PICK | 6.520 | Benj Gallander | 24 billion in sales. Turned profitable again. Debt load is manageable. Whole area seems to be turning around. Diversified. Good play. Triple here. | 2010-07-13 | |
| PAST TOP PICK | 6.640 | Benj Gallander | (Top Pick Jan 12/09, Up 137%) Sees lots of upside (3-4 times) It spend years over $30. They are making money, but not as much as some analysts want to see. | 2010-02-09 | |
| BUY | 5.580 | Benj Gallander | In a very competitive sector and has had a lot of difficulties but seem to be recovering well. A barometer of the overall economy. Almost $30 billion in revenues. Fair amount of debt but not burdensome. | 2009-08-07 | |
| BUY | 2.430 | Benj Gallander | (Market Call Minute.) Just took a $6 billion loss, most of it goodwill. | 2009-03-12 | |
| SELL | 2.240 | Robert McWhirter | Still overcapacities in outsource manufacturing. However, this is one of the better manufacturers in the space. Near-term earnings have been a challenge and are down 50% year-over-year. PE of about 6.5 because earnings are expected to drop in half. | 2009-03-11 | |
| DON'T BUY | 2.750 | Gavin Graham | Down 75% in the last year. When people are not buying as many electronic gadgets the parts manufacturers have their margins squeezed. | 2009-02-13 | |
| TOP PICK | 2.790 | Benj Gallander | (A Top Pick Jan 25/08. Down 70.1%.) $30 billion in sales. BV of about $10 that could come down with write-offs. Debt of about $3 billion. Insiders own about 6%. Not without risk. | 2009-01-12 | |
| PAST TOP PICK | 5.270 | Don Reed | (Top Pick July 12/07 Down 49%), happy to hold current investment thesis still works and is a buying opportunity. They will receive outsourcing contracts from Dells, etc. as recession takes hold. | 2008-10-07 | |
| PAST TOP PICK | 8.230 | Benj Gallander | (A Top Pick Oct 18/07. Down 30%.) Still have to do some rationalization. Huge player and market leader in their field. Has been some inside selling. Have debt, but also $1.7 billion in cash. Very competitive field. | 2008-09-15 | |
| 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 | |
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| 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 |
