| PAST TOP PICK | 3.870 | Benj Gallander | (A Past Top Pick Apr 20/07. Up 14.1%.) Acquired by Flextronic (FLEX-Q) for $3.89 or shares. He elected to keep the shares and Flextronic is on his Buy list. | 2007-12-24 | |
| TOP PICK | 3.350 | Benj Gallander | A major electronics manufacturer. Wild card is that they are looking for a new CEO. Marginally profitable now. They are in the 3rd phase of rationalization, which will cost them money. | 2007-05-18 | |
| TOP PICK | 3.410 | Ben Stadelmann | Sector that is very deeply out of favour. Extremely competitive area. The trend towards contract manufacturing is here to stay. Feels there will be plenty of business for them once they are restructured. | 2007-04-20 | |
| TOP PICK | 3.300 | Benj Gallander | Huge company with about $12 billion in sales. Over $1 billion in cash. Working through a turnaround. Have competed stage 1 and are into stage 2. Letting about 1500 employees go giving them a $35-$40 million cash write-down. Not much debt. Getting a new CEO. | 2007-04-19 | |
| BUY | 5.720 | Stephen Masson | Has been a perennial disappointer, but likes it here. Back on track. | 2004-06-18 | |
| DON'T BUY | 5.610 | David Burrows | A very low-margin business. A very difficult business. Vulnerable to any weakness in the tech rally. | 2003-11-03 | |
| DON'T BUY | 6.050 | Howard Sutton | Outsourcer of computer products. Depends on the health of computer companies like IBM, Cisco, etc. Has restructured to correct a weak balance sheet. Have to have a stronger recovery in the Tech market. | 2003-09-12 | |
| DON'T BUY | 3.710 | Paul O'Neil | Prefers Celestica. | 2003-06-20 | |
| DON'T BUY | 2.940 | Robert McWhirter | Ranks in the bottom 5% in their quant data base model. Earnings rates have dropped 50%. | 2003-04-03 | |
| DON'T BUY | 3.490 | Peter Arender, CFA | Better places to make money. | 2003-02-04 | |
| BUY | 3.380 | John Sinkins, CFA | Likes the outsourcing sector. Over time, it should do well. | 2002-12-18 | |
| BUY | 3.800 | Paul O'Neil | Should come back. | 2002-12-06 | |
| DON'T BUY | 2.400 | Howard Sutton | Has been hit hard. Great management. Balance sheet has some questions. | 2002-10-30 | |
| BUY | 1.630 | David Baskin | Has been very disappointing. Now trading at less than cash per share. Very cheap. | 2002-10-17 | |
| DON'T BUY | 1.730 | Brad Willock | Could drop further. | 2002-10-07 | |
| PAST TOP PICK | 3.400 | David Baskin | (Was a top pick on May 21. Down 57%) Still likes. Trading at Book Value now. | 2002-08-19 | |
| TOP PICK | 8.300 | David Baskin | Seeing some signs of an uptick in the sector. At a good price. | 2002-05-21 | |
| DON'T BUY | 7.480 | Noah Blackstein, B.A., CFA | No growth yet. May not come until the latter part of the year. | 2002-04-10 | |
| DON'T BUY | 7.500 | Howard Sutton | Great management. Wait for the Nortel and Lucents to recover. | 2002-04-09 | |
| DON'T BUY | 7.800 | Jonathen Wellum, B. Comm, B. Sc | Newer acquisition was heavily tied in to Nortel. Prefers Celestica. | 2002-04-05 | |
| DON'T BUY | 9.390 | Mark Jackson, CFA | Have to bring their costs down. | 2002-03-12 | |
| DON'T BUY | 10.120 | Bruce Campbell | Has internal problems. Wait for the year 2003. | 2002-03-11 | |
| DON'T BUY | 9.250 | Brian Acker, CA | Making acquisitions which is expanding the balance sheet. The balance sheet shpuld be shrinking. | 2002-02-25 | |
| DON'T BUY | 8.560 | Howard Sutton | Telcom sector has hit them hard. May drop further. Prefers Flextronics. | 2002-02-22 | |
| DON'T BUY | 11.420 | Gavin Graham | Thin margins. Techs need time to recover. | 2002-01-15 | |
| BUY | 9.810 | Howard Sutton | Some balance sheet issues, but will be cleared up. Good long term. | 2001-12-20 | |
| DON'T BUY | 12.100 | Bruce Campbell | Prefers Celestica. Gave poor guidance. | 2001-12-18 | |
| DON'T BUY | 14.600 | Brendan Kyne | Take over of C-Mac was a good move, but still have to wait for turn around of industry. | 2001-10-26 | |
| DON'T BUY | 10.010 | Steven Wippersteg | Electronic manufacturing is a good business, but they are at a very high multiple. | 2001-09-21 | |
| DON'T BUY | 13.650 | Glenn Paradis, BA, CFA | Likes the sector, but feels its still overvalued. Not sure why they C-Mac. Prefers Celestica. | 2001-08-20 | |
Experts that have talked about Solectron Corp
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