An electronics manufacturing and design services provider to a select group of the OEMs of telecommunications and consumer electronic products.
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Fool UK
Recs
6pick play for March 2010.
3long, 3short based off spreadsheetv1's picks.
Rank from best to least:
1) IOC short
2) SBLK long
3) ANV short
4) CRM short
5) RIG long
6) NTE long
Betting they will over/under perform market based on relative pick making today. These were also observed to ensure top CAPs players had made picks in the same direction. Still risky however, as they do ignore the story of a company/operations that may be left out of fundamental analysis based only off financial statements (for example discoveries of resources or lack of, or obtaining new contracts or losing existing ones - they effect each pick above)
Summary:
Long: SBLK, RIG, NTE
Short: IOC, ANV, CRM