NI Technology Updates Outlooks for Flextronics, Jabil Circuit, Sanmina-SCI, Benchmark Electronics, and Celestica
PRINCETON, N.J., April 2, 2012 /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).
Editor Paul McWilliams spent a decades-long career in the technology industry, and has earned a reputation for his skill at communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.
The Electronic Manufacturing Services (EMS) sector is where smart investors look to check the pulse of the tech industry. Over the weekend, Next Inning published its highly acclaimed State of Tech report covering the EMS sector.
This report covers the five largest EMS companies that are traded on U.S. stock exchanges and provides deep insight into the contract manufacturing companies that build everything from iPhones to 4G cellular basestations. In its 20+ pages, it includes 22 tables providing fundamental data and valuation analysis as well as detailed commentary, forecasts and actionable ideas for the various companies that are making headlines today.
To get ahead of the Wall Street curve and receive his latest reports for free, you are invited to take a free, 21-day, no obligation trial with Next Inning. For full details on this offer, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1386
McWilliams covers these topics and more in his latest reports:
-- What are the challenges facing Flextronics today? Is Flextronics well-positioned to meet McWilliams' profitability goals for 2012? What is McWilliams' estimated fair value range for Flextronics and how much upside does it represent from current prices? Does Flextronics merit consideration as a strategic investment or should investors view is as more of a short-term speculation?
-- What has been behind Wall Street's negative view of Jabil? Is Wall Street right in this view or is it still looking in the rearview mirror? What is the most intriguing thing about Jabil that investors should consider right now? Does McWilliams believe 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 in early 2011 and termed management's comments as "over the top" when the stock was trading in the mid-teens. Following this, Sanmina announced the departure of its president and COO. When the price of Sanmina finally bottomed in the fall of 2011, McWilliams suggested it was time to buy again. Has Sanmina come a long way since making these changes? Does McWilliams expect Sanmina to rebound further, or is it time for investors to take profits?
-- Despite a poor performance by Benchmark in 2011, are there signs that the company is turning things around in 2012? What two potential factors could drive Benchmark's earnings notably above expectations in 2012? 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 because of its exposure to Research in Motion? How much exposure to RIM does Celestica actually have? Are there other EMS companies with high exposure to RIM? Does Celestica merit consideration as an investment with strong potential upside? What factors does McWilliams see in the Celestica equation that makes it a higher-risk investment relative to other EMS companies? 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 307% since its inception versus 55% 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
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article