Flextronics International Ltd.

  • Buy This Contract-Electronics Manufacturer on a Pullback

    By ANUP SINGH - August 14, 2013 | Tickers: FLEX, JBL, PLXS

    Flextronics International (NASDAQ: FLEX) is in the business of providing design and manufacturing services to original-equipment manufacturers (OEMs) across the globe. The company has been in the news of late after landing a contract to assemble Google's latest smartphone, the Moto X. But before investors give in to the hype around the Moto X and how it will impact Flextronics' results, it is important to look at its recently-declared more »

  • Four Electronics Company Earnings to Look Into

    By Damon Churchwell - July 18, 2013 | Tickers: BHE, FLEX, FLIR, FSL

    Thursday, July 25: the peak of second-quarter earnings season. These four electronics-related companies will report on that day, some with share prices that have skyrocketed this year. Will the positive trends persist? Let's take a look at each and see what we find.

    A diversifying electronics manufacturing services company

    What separates Benchmark Electronics (NYSE: BHE) from its electronics manufacturing services (EMS) provider peers is a more aggressive approach to more »

  • Will the Moto X Finally Justify Google’s Acquisition of Motorola?

    By Leo Sun - July 6, 2013 | Tickers: AAPL, FLEX, GOOG, MMI

    Just when you thought the smartphone market couldn’t get any more crowded, Google (NASDAQ: GOOG) recently teased that its Motorola Moto X Android smartphone might be arriving ahead of schedule. Although Motorola Mobility (NYSE: MMI) CEO Dennis Woodside previously stated that the Moto X would be available from several carriers by October, recent reports claim that it could launch as early as August. Google’s full-page advertisements in U more »

  • Is a Turnaround in the Cards for This Company?

    By Harsh Chauhan - June 13, 2013 | Tickers: BBRY, FLEX, JBL

    It’s been a tumultuous year for shares of contract electronics manufacturer Jabil Circuit (NYSE: JBL) with the stock just about keeping its head above the water. However, there’s been a mini rally of sorts over the past couple of months with shares gaining close to 15% after skirting 52-week lows.

    Therefore, the upcoming third-quarter results, due out on June 19, will play a vital role in determining whether more »

  • Can Celestica Transform Into a Global Supply Chain Player?

    By Kiran Gulati - June 12, 2013 | Tickers: CLS, FLEX, FXCNY

    Celestica (NYSE: CLS) is a multinational electronic manufacturing services (EMS) company headquartered in Canada. Celestica’s global manufacturing network spans across countries in the North American, Europe and Asian regions.

    The company supplies a wide variety of OEMs (original equipment manufacturers). In addition to manufacturing, the company's global services include design & engineering, systems assembly, fulfilment and after-market services. It also provides green services, such as removal of hazardous substances more »

  • 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 »

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