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Jabil Circuit, Inc.

  • 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 »

  • A Sneaky Way to Play the Consumer Electronics Boom

    By Rahul Giria - April 29, 2013 | Tickers: AAPL, BBRY, JBL, NTE

    The electronics manufacturing services (EMS) industry is not that popular among the general investment community. The technology industry tends to be sensitive to economic cycles, so, getting into this sector when the economy is getting out of recession is the perfect time to invest. Let’s dig in to find some gold!

    First, we'll take a look at Nam Tai Electronics (NYSE: NTE). The stock appreciated over 160% in more »

  • One Investor's Trash is Another Investor's Treasure

    By Jon Quast - April 19, 2013 | Tickers: CAT, GFI, HLF, JBL, QCOR

    Have you ever been dumpster diving?  I have--it is a great past time.  One thing I've learned is that you never know what some people will throw away.  Sometimes there is a reason it is being thrown out, while other times you find something that proves the old adage: one man's trash is another man's treasure.

    This applies to the stock market as well.  Many an investor more »

  • One Investor's Trash is Another Investor's Treasure

    By Jon Quast - April 17, 2013 | Tickers: CAT, GFI, HLF, JBL, QCOR

    Have you ever been dumpster diving?  I have.  It is a great past time.  One thing I've learned is that you never know what some people will throw away.  Sometimes there is a reason it is being thrown out.  Other times you find something that proves the old adage: one man's trash is another man's treasure.

    This applies to the stock market as well.  Many an investor 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 »

  • A Buying Oppurtunity in This Consumer Electronics Play?

    By Lee Samaha - March 26, 2013 | Tickers: AAPL, JBL

    A cute way to get to know someone is to ask him or her to describe three qualities that people usually attribute to them. Now consider if you met Jabil Circuit (NYSE: JBL) at a cocktail party (us Europeans invented surrealism after all); what three things would you immediately learn? They missed estimates last time around, Apple (NASDAQ: AAPL) is a major customer, and it’s on a current PE more »

  • A Cheap Semiconductor Stock That You Shouldn’t Miss

    By Harsh Chauhan - March 22, 2013 | Tickers: AAPL, BBRY, JBL

    I had thought that contracts electronics manufacturer Jabil Circuit (NYSE: JBL) would start getting better after signing off 2012 on a high, but the company’s latest quarterly report put paid to those hopes, handsomely. Jabil missed consensus estimates on the bottom line, and issued a pretty weak guidance for the ongoing quarter.

    Jabil expects adjusted earnings of $0.50 to $0.58 per share on revenue of $4.3 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 »

  • A Less Obvious Play on the Big Boys Of Tech

    By Matthew Frankel - March 1, 2013 | Tickers: AAPL, BBRY, CSCO, JBL

    Jabil Circuit (NYSE: JBL) is a leading provider of electronic manufacturing services around the world.  With a plethora of A-list customers (more on that later), the company has done an outstanding job of increasing its revenues.  However, shares have not quite kept pace with this.  In fact, at around $18.50, shares are actually lower than they were 10 years ago.  With the stock trading at the low end of more »

  • 3 Bullish Tech Ideas and 1 With Over 25% Upside

    By Chris Lau - February 21, 2013 | Tickers: AAPL, BRCM, JBL, MU, NVDA

    Value investors could look for a gap between consensus estimates and share price as a starting point for misunderstood companies. In a compilation for technology companies trading well below 1-year target prices, two companies stand out: Jabil Circuit (NYSE: JBL) and NVIDIA (NASDAQ: NVDA).

    Jabil has just eight analysts covering the company, which could explain the 27.6% gap below the recent share price. NVIDIA, whose shares rose nearly 3 more »

  • 5 Disturbed Component Makers: Compelling Buys, Or Value Traps?

    By Bill Edson - February 5, 2013 | Tickers: AMD, AAPL, INTC, JBL, TXN

    Apple (NASDAQ: AAPL) and the rise of mobile devices have disturbed computer component makers. The stocks of many of these component manufacturers are trading at low valuation multiples. Are these stocks compelling opportunities for investors, or are they value traps? Below, I will examine Apple and component makers Jabil Circuit (NYSE: JBL), Texas Instruments (NASDAQ: TXN), Advanced Micro Devices (NYSE: AMD), and Intel (NASDAQ: INTC).

    Searching for Value

    Financial ratios 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 »

  • Watch This Stock as it Turns Around for the Better

    By Harsh Chauhan - December 27, 2012 | Tickers: AAPL, BBRY, JBL

    It seems like contract electronics manufacturer Jabil Circuit (NYSE: JBL) is set to sign off 2012 on a high after a tumultuous year, but this doesn’t mean you should get tipsy and start ordering Jabil shares. The company delivered a terrific beat on both revenue and earnings last week, but short-term weakness still prevails, which means there could be better opportunities to initiate a long position in the near 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 »

  • Jabil Continues to Prove Worthy of Patience

    By Richard Saintvilus - December 20, 2012 | Tickers: AAPL, BBRY, HPQ, JBL

    On the basis of the current quarter, I can say that Jabil shares are fairly valued today. So far its transition is going better than expected and management deserves a lot of credit for seizing a new growth opportunity - better yet, one that is working.

    As it stands, Jabil has earned the benefit of the doubt and deserves more time for management to realize the company’s true value. In the meantime, patient investors who are not adverse to risk should do well buying the stock at these levels. $19 today can easily become $25. 

  • The Key Earnings for Week 3 in December

    By Lee Samaha - December 20, 2012 | Tickers: CAG, GIS, JBL, ORCL, TIBX

    Moving into the third week of December, most professional investors' thoughts will turn to protecting gains and dressing up portfolio holdings in order to hang on to assets under management or maybe poach some from competitors. As private investors, we have no need to get involved in this game. I think it’s time to stay tight, focused and surgically alert to picking up great stocks so we can hit more »

  • Why Jabil is a Buy Ahead of Earnings

    By Richard Saintvilus - December 18, 2012 | Tickers: AAPL, BBRY, JBL

    “Mid-life” business transitions are never easy – much less for companies dealing with issues with profitability. But if one company can pull this off it is Jabil. It can easily be said that management should remain steadfast in its core business, focus on growth and forget about diversification.

    On the other hand, I have crucified companies for not doing this. So I can’t have it both ways. Jabil deserves the benefit of the doubt and patient investors who are not adverse to risk should do well buying the stock at these levels. $18 today can be $25 to $30 in the next 12 month.

  • 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 »

  • 5 Tech Stocks To Consider Now

    By Bill Edson - December 6, 2012 | Tickers: AMD, AAPL, INTC, JBL

    Apple (NASDAQ: AAPL) and the rise of mobile devices is a disruptive force for computer component makers. The stocks of many of these firms are trading at low valuation multiples. Are these compelling opportunities for investors?

    Is AMD interested in selling itself?

    Advanced Micro Devices (NYSE: AMD) is the poster child of computer component makers who are suffering a shift in consumer tastes and fallout from sluggish growth. The recent more »

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