Celestica, Inc. (USA) (NYSE:CLS)
CAPS Rating:
The Company provides a range of electronics manufacturing services and solutions to OEMs in the computing, communications, industrial and consumer markets. It operates a global manufacturing network with operations in Asia, the Americas and Europe.
RSS Headlines
Fool UK
Recs
Positive:- Fundamentally cheap, lots of cash, almost no debt (main reason to recommend this stock)- Try to diversify into health care products- Might profit from the coming boom in mobile devices- Chart in a light support zoneNegative:- Biggest customer is RIMM (21% of revenue), a company in potential decline (loosing market share against Android phones)- Q3 worse than expected, tepid outlook (might be to conservative)Category: PV-
One year gone. Check previous arguments, add new ones:
Positive:
- Fundamentally cheap, lots of cash, almost no debt (main reason to recommend this stock) -> still true
- Chart at the lower bound of an expanding range
- Q4/11 better than expected
- Better product diversification now (more in health care, somewhat less dependent from RIMM)
Negative:
- Biggest customer still is RIMM, a company in decline (loosing market share against Android phones)
- Cyclical stock
=> Keep recommendation for another year!
Category: PV+
For my statistic: Start 2nd round at score -11.27.