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Flextronics International Ltd.

  • Does Its Attractive Valuation Mean a Solid Investment?

    By Mike Thiessen - May 14, 2013 | Tickers: BHE, FLEX, JBL

    Benchmark Electronics (NYSE: BHE) has lately attracted the attention of value-seeking investors thanks to a price-to-book ratio of just .85. Unlike many companies that have relatively low valuations, the company has posted eye-popping revenue growth and operates in a stable, mature industry that continues to see decent performance.

    On the other hand, a closer look at Benchmark's balance sheet may offer some cause for concern. Investors who habitually invest more »

  • Hedge Fund Glenview Capital’s Small-Cap Picks

    By Meena Krishnamsetty - April 23, 2013 | Tickers: CYH, FLEX, HMA, THC, URS

    We track quarterly 13F filings from hedge funds and other notable investors for a variety of purposes. For one, we can use the information to develop investing strategies; for example, our research has indicated that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year. We can also see individual managers’ picks in a number of areas, including each one more »

  • An Electronics Manufacturer That Irving Kahn Loves

    By Anh HOANG - April 11, 2013 | Tickers: FLEX, JBL, NTE

    Since the beginning of 2012, Nam Tai Electronics (NYSE: NTE) has experienced a nice gain of more than 135%, from around $5.50 per share to nearly $13 per share. Interestingly, Nam Tai is one of the big positions in the investment portfolio managed by the oldest value investor alive, Irving Kahn. As of December 2012, Irving Kahn owned nearly 2.9 million shares in the company, accounting for 6 more »

  • An Electronic Manufacturer that Irving Kahn Loves

    By Anh HOANG - April 8, 2013 | Tickers: FLEX, JBL, NTE

    Since the beginning of 2012, Nam Tai Electronics (NYSE: NTE) has experienced a nice gain of more than 135%, from around $5.50 per share to nearly $13 per share. Interestingly, Nam Tai is one of the big positions in the investment portfolio, managed by the oldest living value investor Irving Kahn. As of December 2012, Irving Kahn owned nearly 2.9 million shares in the company, accounting for 6 more »

  • 1 Low-Priced, Fast-Growth Tech Stock

    By Mike Thiessen - March 20, 2013 | Tickers: BHE, FLEX, JBL

    Angleton, Texas-based Benchmark Electronics (NYSE: BHE) has frustrated its long-term investors for several years straight. Judging by its stock price alone, the company has consistently underperformed the market's expectations, offering limited value for both shorts and longs.

    Over the past five years, the company hit a bottom near $9 per share in late 2009, and a high just north of $22 per share in the second quarter of 2010 more »

  • Multi-Billion Dollar Hedge Fund Bullish in All the Right Ways

    By Meena Krishnamsetty - March 10, 2013 | Tickers: FLEX, HMA

    Hedge funds and other notable investors have filed their 13Fs for the fourth quarter of 2012, disclosing many of their long equity positions as of the end of December. While the portfolios are from several weeks ago, there are still a few ways for investors to use this information. We have found, for example, that the most popular small cap stocks among hedge funds outperformed the market by 18 percentage more »

  • Sanmina’s Earnings Preview

    By Damon Churchwell - January 16, 2013 | Tickers: ALU, FLEX, SANM

    Electronics manufacturing services provider Sanmina (NASDAQ: SANM) will announce fiscal first-quarter (ended in December) results on Wednesday, January 16th. Analysts are expecting share earnings of $0.34, versus the prior-year tally of $0.28. Formerly Sanmina-SCI, the company’s stock has had a resurgence over the past six months.

    A challenging revenue environment

    December-period revenue was likely between $1.5 billion and $1.55 billion, compared with the December more »

  • Will the Tortoise Win This Race?

    By Piyanka Agarwal - January 10, 2013 | Tickers: FLEX, JBL, SANM

    Jabil Circuit (NYSE: JBL), is a provider of electronic manufacturing services and solutions, providing manufacturing and designing aids to company’s worldwide. It provides integrated design and manufacturing services to firms ranging from the automotive industries and consumer goods to medical networking, defense and aerospace engineering. The services provided, are selection and procurement of components, implementation, testing and systems assembly and automation.

    Founded in 1966, with its headquarters located in more »

  • Electronics for Your Portfolio

    By Garima Arora - December 26, 2012 | Tickers: FLEX, JBL, SANM

    Jabil Circuit (NYSE: JBL) reported fiscal first-quarter earnings of $106 million, or 51 cents per share, on revenue of $4.6 billion, on December 19. Being an electronic products solutions company providing comprehensive electronics design and product management services to electronics and technology companies worldwide; Jabil helps bring electronics products to the market faster and more cost effectively.

    Measurable Aspects

    Earnings of the Company were down by 6.3 % from more »

  • Evaluating the Contract Manufacturers

    By Damon Churchwell - December 17, 2012 | Tickers: BHE, CLS, FLEX, JBL, PLXS

    Electronics Manufacturing Services (EMS) providers’ stocks often trade at low valuations relative to the broader market. This may be because of their thin operating margins, as well as often their reliance on a small number of customers, and sometimes frequent restructuring activities. Nevertheless, with numerous industries ramping up their outsourcing of production, there could be some upside to be found here. Factors to consider include in what end markets a more »

  • A Different Approach to Energy Efficiency

    By Saul Rosenthal - October 31, 2012 | Tickers: BDRBF.PK, FLEX, F, GM, MXWL

    Imagine a small energy company that lost $0.24 a share 2009, broke into the black and made $0.05 in 2010, almost quadrupled that and made $0.18 last year, and will come close to tripling that again this year with perhaps $0.50 in adjusted earnings. (After the third quarter, its 12-month trailing earnings were $0.47).

    The company made $0.21 in the just-reported third quarter, more more »

  • Billionaires Are Losing Big on This iPhone 5 Supplier

    By Meena Krishnamsetty - October 10, 2012 | Tickers: AAPL, BBRY, FLEX, JBL, PLXS

    Jabil Circuit (NYSE: JBL) is an electronics supplier to key companies such as Apple (NASDAQ: AAPL) and Research In Motion (NASDAQ: BBRY). However, the company is down almost 30% since the start of the second quarter; worse yet, it’s lost 20% over the past two weeks.

    At the end of the second quarter there were three top funds upping their stakes in Jabil, including Citadel Investment Group, which upped more »

  • 4 Overlooked Tech Stocks That Can Make You Money This Quarter

    By Bill Edson - October 4, 2012 | Tickers: AAPL, CLS, FLEX, JBL, PLXS

    Today, personal computers are passé and computing components are considered mundane. Printed circuit board companies may not be in the limelight, but many of these firms offer investors the opportunity to buy growth at reasonable prices or buy steady income at attractive valuations.

    Case Study: iPhone 5 Hiccup and Supplier Woes

    Supply constraints for the newest member of its smartphone family may hurt Jabil Circuit (NYSE: JBL) and delay payback more »

  • This Tech Company Lowered Guidance, Who's Next?

    By Lee Samaha - October 1, 2012 | Tickers: AAPL, AMAT, FLEX, JBL, SANM

    With a background of global growth slowing and worries over emerging markets, investors could be excused for bracing themselves for the latest results from IT focused contract manufacturer Jabil Circuit Inc (NYSE: JBL) and they certainly didn’t fail to disappoint. Margins are under pressure and end markets are weakening, it’s a tough environment out there. Whether this is already priced into the stock or not is anybody’s more »

  • Will This Electronics Manufacturer Shock Investors?

    By tarun bachhawat - October 1, 2012 | Tickers: AAPL, FLEX, JBL

    Jabil Circuit (NYSE: JBL) an independent provider of electronic manufacturing services and solutions reported its results for the fourth quarter with a 27.6% decline in profit from the same quarter last year. Decline in earnings is due to greater costs and low demand for the company’s products in all its segments. As the results were below expectations Shares were down 2.9% at $20.37 after hours of more »

  • Multi Billion Dollar GMT Capital’s Top Stock Picks

    By Meena Krishnamsetty - September 25, 2012 | Tickers: APC, CNQ, CE, FLEX, UAL

    GMT Capital, a fund that was founded in 1990 by Thomas Claugus, filed its 13F for the second quarter last month, disclosing a number of its long equity positions.  Claugues, equipped with a MBA from Harvard Business School, keeps his fund focused on long-term value. Read on to see the top five holdings listed on the 13F or see our longer list of GMT's favorite stocks.

    GMT’s top more »

  • The iPhone 5 Ripple Effect

    By Punnoose M.I. - September 19, 2012 | Tickers: APH, AAPL, FLEX, GOOG, JBL, MOLX

    Apple’s new iPhone 5 Launch was awaited by all, top analysts and investors alike.  The effect of the new launch has already started to show in the technology market. The iPhone 5 launch did not show many surprises as it fulfilled many expectations laid out by tech analysts. Post launch Apple (NASDAQ: AAPL) shares ended the day up 1.4 % at $ 669.79.

    Analysts believe though investors are being more »

  • Who Needs Blackberries? This Stock Could Soar Even Without RIM's Business

    By Tedra DeSue - September 18, 2012 | Tickers: AAPL, BBRY, CLS, FLEX, GOOG, JBL, NOK

    The domino effect of Research In Motion’s (NASDAQ: BBRY) demise continues as it dumps suppliers and these suppliers find the company's once lucrative revenue stream drying up.

    Among these suppliers are Celestica (NYSE: CLS), Flextronics International (NASDAQ: FLEX) and Jabil Circuits (NYSE: JBL). I’m highlighting Celestica in this post, and it’s not because it’s the smallest player in the bunch. Celestica is an electronics maker more »

  • Foxconn Laboring Under Increased Costs

    By Peter Pham - September 6, 2012 | Tickers: AAPL, FLEX, HPQ, MSFT

    After becoming the target for a number of labor groups and attracting a ton of unwanted media attention to both itself and its main customer Apple (NASDAQ: AAPL) Foxconn, the main supplier for both iPads and iPhones, has altered a number of their practices to improve conditions for their employees after a visit from Apple CEO Tim Cook.  A recent report by Reuters is highlighting the troubles Foxconn can and more »

  • Electronics Adapt

    By Mary Posey - August 9, 2012 | Tickers: GLW, FLEX, NTE

    Nam Tai Electronics (NYSE: NTE) recently happily announced its second quarter results for 2012.  Net sales increased 62.8% year over year to $205.2 million.  Net income increased 213% year over year to $9.4 million.  These good results are attributed to a few main factors.  The company’s profits improved likely due to a discontinuation of certain production orders that have had low sales and poor performance for more »

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