Viewing Company Celestica Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

Celestica Inc Stock Symbol: CLS-T

Notes:Controlled by Onyx

Last Price Recorded: $18.8400 on 2017-03-22

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Date Signal Expert Opinion Price
2017-02-16 BUY Fabrice Taylor

CLS-T vs. MRE-T.  It seems CLS-T has business picking up. but MRE-T is stuck in some kind of a glut that they can’t break out of.  He refers CLS-T.


Price:
$17.980
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-01-06 TOP PICK Robert McWhirter

Contract manufacturers. They were manufacturing phones, and consumer products, which are now less than 3% of their total manufacturing. They do a lot of business in servers and other stuff, as well as branching out into medical and aerospace. Produced $215 million of free cash flow in the last 4 months, an 11% free cash flow yield. Has about $600 million of cash. 14.8% trailing ROE. Earnings per share grew by 50% on a 22% increase in sales. They also have the ability to free up some cash on some Toronto real estate. (Analysts’ price target is $16.33.)


Price:
$16.170
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2016-11-04 PAST TOP PICK Robert McWhirter

(A Top Pick Aug 7/15. Down 6.9%.) The company has worked diligently to move away from hand sets and are now more towards servers, and more importantly towards medical and aerospace. If you can design into a pacemaker or an airplane, you’re typically there for 10 years. There is less price competition, better margins and less turnover.


Price:
$15.880
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-11-04 TOP PICK Robert McWhirter

Trades at 5.4X enterprise value to EBITDA, against a 22% EBITDA growth, which is cheap. With strong growth, this gives 2.5 EBITDA. Free cash flow up 55% over the last year. In the last 30 days, earnings estimates have been cranked up by 3%. A strong trailing free cash flow of almost 11%. 15% trailing ROE.


Price:
$15.880
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2015-12-29 PAST TOP PICK Robert McWhirter

(A Top Pick Jan 2/15. Up 13.33%.)


Price:
$15.640
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-10 BUY Bruce Tatters

It has good growth over the next few years and trades at a good multiple.  There is nothing wrong with it.


Price:
$14.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-08-07 TOP PICK Robert McWhirter

$2.2 Billion Market Cap. A Contract Manufacturer for Computer Equipment, Servers, Communications, Healthcare and Aerospace. In Healthcare and Aerospace, it is a much longer contract to get designed into, but the advantage is that once you are designed in, you are good for 7 to 10 years, and margins are much better than in the electronic space. Have about $500 Million in cash, about 24% of the Market Cap. Looking at the Enterprise Value to Earnings, earnings are expected to be $2.26. This appears to be heading higher.


Price:
$17.250
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-05-29 WATCH Don Vialoux

The period of seasonal strength is from December to April. Right now it is still looking very good. Technically it is in an upward trend, trading above its 20 day moving average, and its strength relative to the Canadian market is very, very strong. Even though it is past its period of seasonal strength, as long as it continues to outperform the market, stick with it. Watch your technical indicators. As they start to roll over in the corrective phase of the market, that is when you want to start taking money off the table. Stick with this right now, but watch it very closely.


Price:
$15.910
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-05-15 PAST TOP PICK Robert McWhirter

(A Top Pick June 10/14. Up 15.4%.) He is very pleased with this. They end up doing well on free cash flow generation. Continuing to transition from commodities (cell phones). Their longer-term plan is to move towards aerospace and medical, where the margins are better.


Price:
$15.140
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-14 BUY Allan Meyer

He is not surprised they are doing a share buyback.  It is inexpensive.  They have no debt.  It is one of these show-me stocks and he won’t get rid of them until they disappoint.


Price:
$15.190
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-04-09 WEAK BUY Fabrice Taylor

Not a business he would get excited about because it is very low margin, but the stock chart is good.


Price:
$14.550
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2015-03-19 PAST TOP PICK Robert McWhirter

(Top Pick Jun. 10/14, Up 11.79%) There are good long term growth prospects but he got out because it did what he wanted it to do for him.


Price:
$14.510
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
Yes
2015-02-13 BUY Brendan Caldwell

Canadian technology companies in general are really doing well. This company is delivering on their numbers.


Price:
$14.930
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Unknown
2015-01-02 TOP PICK Robert McWhirter

This is cheap at 6.3X enterprise value to EBITDA. 13% ROE forecasted for 2015. Has over $500 million in cash, which is about 27% of their market value. Huge free cash flow generator of over $164 million over the last 12 months, and an 8% free cash flow yield. Thinks it is breaking out. Above $14 is the point where, on large volume, you wait for that and then be an aggressive buyer.


Price:
$13.800
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2014-12-08 PAST TOP PICK Jennifer Radman

(A Top Pick Nov 20/13. Up 21.64%.) This company was really keen, had spare capacity. Given the high cost structure, you need more business to come online to get your margins where you want them. There is still quite a bit from this. They haven’t really fired on all cylinders. It is always some part of the business that hasn’t seen the demand that they have wanted. Very attractive on a valuation basis, given the cash on the balance sheet.


Price:
$12.140
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
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