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: $15.4200 on 2017-10-17

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Date Signal Expert Opinion Price
2017-08-25 PAST TOP PICK Robert McWhirter

(Top Pick Jan 6/17, Down 12%)  You have some negative earnings.  It has negative price momentum.  The upcoming earnings are expected to be down for two quarters.


Price:
$14.250
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2017-08-23 DON'T BUY Jason Mann

It had a great run, was a cheap stock and still is.  Phenomenal balance sheet.  They have room to move.  Price momentum is the knock against them.  They had a bad quarter and then more sellers brought out more sellers.


Price:
$14.260
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-04 BUY on WEAKNESS Brian Acker, CA

This is a tough one, because last week it had a negative transit. Even as of yesterday, it is still trying to hold here. It could go down to his EVB line of $12.83, so there could be more downside. His model price is $28.52, a 90% upside. This is cyclical and could go lower. It is worth buying at $12.83.


Price:
$14.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2017-07-17 TOP PICK Brendan Caldwell

Canada is phenomenal in areas we don’t think we are.  This one is trading at a big discount to its peers.  One of the biggest suppliers to the aerospace and defense industry.  We may not be the dominant brand, but we are the brains behind the brands.  They are a little bit behind on valuation.  (Analysts’ target: $15.50).


Price:
$17.430
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-14 PAST TOP PICK Robert McWhirter

(A Top Pick Nov 4/16. Up 9.44%.) This does not pay a dividend, but has a significant free cash flow generation. They also own property near the Science Centre which has been re-permitted for multiple use. A low, flat building that has been used for manufacturing, probably the largest chunk of real estate in Toronto. The underlying business is quite good. They are moving away from physical telephones and servers to medical and aeronautical devices giving higher profit margins.


Price:
$17.260
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-06-06 BUY Peter Hodson

A manufacturer for other manufacturers. When companies get busy, they give their excess runs to this company. Not a bad little company. However, this is a later cycle stock. They have been buying back stock aggressively and the balance sheet is very, very strong. As the market and the economy continues to advance, it becomes a later stage company as well. He likes the Tech sector overall. Earnings leverage is very, very good.


Price:
$18.600
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-04-11 COMMENT Ryan Modesto

Essentially an outsource company. Other tech companies will go to them to either do some research on technology that they want developed, or build the technology for them. This is a company that can do well in a later stage economy, as demand is increasing for certain companies and they don’t want to build a new plant. Also, priced below its peers. The company is shareholder friendly where they have been buying back a lot of shares. They’ve done some restructuring and look like they are back on the growth path now. He likes this.


Price:
$19.250
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-04-10 COMMENT Hap (Robert) Sneddon FCSI

In the next 2 months, tech names should be a core part of your portfolio. Chart shows this has been pretty volatile, but it had 2 double bottoms in 2016, which is pretty positive. That was followed by a nascent uptrend. He is expecting the stock to come back in the next 2 months. The $17.50 will be bringing in a lot of buyers. (See Top Picks.)


Price:
$19.460
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
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
2014-09-15 HOLD John Zechner

Has never been comfortable with the story.  They are an outsourcer with very low margins.  They are still growing on a global basis, however.  They are manufacturing, not technology.  He would have a look at it if it was below $12 [which it is now].


Price:
$11.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-12 PAST TOP PICK James Telfser

(A Top Pick Aug 27/13. 12.07%.) It was extremely cheap when he bought it. They had a lot of cash and were buying back a lot of shares. Margins are starting to grow from the diversified business. Sold his holdings.


Price:
$11.980
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2014-08-29 PAST TOP PICK Robert McWhirter

(A Top Pick Aug 2/13. Up 7.75%.) Thinks this is still a Buy. Has broken out of a very long sideways base of 10-12 years. Gradually transitioning from a handset manufacturer towards medical and aerospace, where there is less competition.


Price:
$11.960
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2014-08-05 DON'T BUY Barry Schwartz

Impressive balance sheet. In the right space. Got whacked when BlackBerry (BB-T) pulled their business, but they seemed to have replaced that with other stuff. Great capital management. The problem is that it is such a low margin business and there is no moat to their business. It is very tough for him to Buy this company.


Price:
$11.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-30 HOLD Peter Imhof

Just reported earlier this week.  Numbers were good, but softer than people expected.  He exited at $10 at his previous employer.  He owns just a little bit.  You won`t be hurt by this story.


Price:
$11.930
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2014-07-29 WEAK BUY Peter Hodson

Have done a pretty good job of turning things around. They were in dire straits in the recession when they had overcapacity and their balance sheet wasn’t that great. Have bought back a ton of stock, and are now basically waiting for the economic situation to come to them. This is a later cycle economy stock. When business is so good in the tech world and people need third-party manufacturing that is when they really start to coin. Because they bought back a lot of stock, their earnings leverage will be really good at that point in the cycle. Still a little early for this kind of scenario, but for a 2 or 3 year time frame, you should be okay. Not a bad company.


Price:
$11.760
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-07-28 DON'T BUY Larry Berman CFA, CMT, CTA

Not a name he has looked at in the long time.  We are going through a correction like a lot of tech stocks.  There is a lot of support around $10.40 from the beginning of the year.  If it goes much below that it could be very damaging. 


Price:
$11.860
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
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