NI Technology Updates Outlooks for Flextronics, Jabil Circuit, Sanmina-SCI, Benchmark Electronics and Celestica
PRINCETON, N.J., Sept. 20, 2011 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published updated outlooks for Flextronics (Nasdaq: FLEX), Jabil Circuit (NYSE: JBL), Sanmina-SCI (Nasdaq: SANM), Benchmark Electronics (NYSE: BHE), and Celestica (NYSE: CLS).
Next Inning editor Paul McWilliams has leveraged a decades-long career as a semiconductor industry insider to deliver in-depth insights and winning stock selections for his newsletter subscribers. McWilliams' Next Inning model portfolio has posted huge gains, returning 254% since its inception in 2002, nearly eight times the return for the S&P 500 during that period, and he has been picking more potential big winners for 2011.
McWilliams has been right on target this year with his predictions on the direction of the market. From the spring sell-off to the June rebound to the slump in July and massive selloff that followed, McWilliams has kept Next Inning readers one step ahead of the market.
An example of a recent call for Next Inning trial subscribers: On July 17th, McWilliams advised readers that Broadcom needed to make a move into the Knowledge Based Processor (KBP) market and that NetLogic was one of two logical places for it to look. He also noted that his price target range for NetLogic extended to nearly $51. Less than two months later, Broadcom announced it would buy NetLogic for $50, delivering a 32% upside for NetLogic investors.
Trial subscribers will receive McWilliams' earnings previews and his highly acclaimed State of Tech reports that offer in-depth, sector-by-sector coverage of over 65 leading tech companies and specific guidance on which stocks he thinks investors should own and which should be avoided. These reports, as well as McWilliams' regular commentary and real-time trade alerts, are available for free to trial subscribers.
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McWilliams covers these topics and more in his recent reports:
-- What are the two challenges facing Flextronics today? Is Flextronics well-positioned to meet its profitability goals by early 2012? What is McWilliams' estimated fair value range for Flextronics and how much upside does it represent from current prices?
-- What three factors have been weighing on Jabil this year? Why has Wall Street taken such a negative view of Jabil recently? Will this view end up being wrong like it was in August 2010 when McWilliams suggested buying when Jabil was trading in the $10s? Does McWilliams believe that Jabil is the best stock for investors wanting exposure to the EMS sector? Which stock might McWilliams consider pairing with an investment in Jabil?
-- McWilliams was highly critical of Sanmina earlier this year and termed management's comments as "being over the top" when the stock was trading in the mid-teens. Following this, Sanmina announced the "departure" of its president and COO. With the price of Sanmina now trending below $8 and the COO out of the picture, does McWilliams think it's time to buy the stock? Are the problems at Sanmina deep-seated or just temporary?
-- Despite poor performance by the stock this year, what three positive factors is Wall Street ignoring at Benchmark? Which stock in the contract manufacturing sector would McWilliams recommend pairing with Benchmark? What does McWilliams see as an estimated fair value target for Benchmark?
-- Is Wall Street valuing Celestica at a bargain price? What factors make Celestica a more speculative play than Benchmark? Why does McWilliams think Wall Street is viewing Celestica in its rearview mirror? Does Celestica merit consideration as an investment with strong potential upside? What is McWilliams estimated fair value target for Celestica and what stock does he think it should be paired with?
Founded in September 2002, Next Inning's model portfolio has returned 254% since its inception versus 33% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
CONTACT: Marcia Martin, Next Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC
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