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: $15.3500 on 2017-10-18

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Date Signal Expert Opinion Price
2013-03-19 COMMENT John Wilson

Electronic manufacturing of other companies products. Was very popular in the late 90’s for companies that design products to get out of low margin manufacturing. Has been a very difficult business for a very long time. This has caught his interest. Remarkably cheap. Have been slowly improving. Suffered awhile from their large exposure to Blackberry but have mostly migrated through this.


Price:
$8.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-03-08 BUY James Telfser

Has just added this to one of his funds. Generating a lot of free cash flow and it’s cheap. Ramping up their diversified business in health care, defence spending, etc. Good Value play.


Price:
$8.670
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-01-30 DON'T BUY Lorne Steinberg

Been in a tough business for a long, long time. Margins remain very tight because of so much competition. Doesn’t see it as being an attractive industry. Prefers companies that have branded products that have been beaten up, but the brand is solid and the business model works as opposed to contract manufacturing.


Price:
$8.070
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
UNKNOWN
Owned:
No
2012-12-17 WATCH James Telfser

Low margin business, but lots of cash.  Doing a big share buyback and that will help the bottom line.  A dividend would be nice.  He is sitting on the side lines waiting for improvements in the economy.  They have struggled as the economy has slowed down.


Price:
$7.690
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2012-12-10 COMMENT Sandy McIntyre

A custom manufacturer of electronics. Their manufacturing of RIM products is coming off contract so it has risks to it but it is also extremely cheap. Recently announced a share buyback. Feels that management realizes that if they can shrink capitalization, returns will improve.


Price:
$7.490
Subject:
INCOME INVESTING
Bias:
UNKNOWN
Owned:
No
2012-11-28 PAST TOP PICK Ron Meisels

(A Top Pick April 23/12. Down 12.08%.) Got stopped out at $8.18 at a loss of 2.2%.


Price:
$7.430
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2012-11-09 DON'T BUY Benj Gallander

They lost a contract recently and another a while back.  They are doing buy backs but he wishes they would give a dividend instead.  Just a blue blood company.  A lot of the board are overpaid.  A lot of business was RIM-based.  Loosing this really hurts.  When he filters again, this one might come up.


Price:
$7.240
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2012-09-28 TOP PICK Peter Imhof

Strong balance sheet. Research in Motion (RIM-T) was their largest client and will be stopped in the next quarter or so. It was a lower margin business with them. Thinks it has been oversold. Stock is $7 and they have $2.90 in cash per share. Analysts expect them to earn $.88 this year so if you strip out the cash, the stock is trading at about 4.5X earnings. Thinks you’ll be able to see $10.


Price:
$7.030
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on GOLD
Owned:
Yes
2012-08-29 BUY Ian Ainsworth

Well managed company. Overhang from Research in Motion (RIM-T) business has disappeared. It was 19% of their business and they were carrying a lot of inventory for them. Much more diversified than it used to be. Looking at defence, consumer electronics and it’s got servers. Growth rate will not be dramatic. Have some capacity to develop now that RIM is gone which he expects will have a slight effect on margins. Potential for some significant margin improvement. Really cheap compared to the other EMS manufacturers.


Price:
$7.740
Subject:
LARGE CAP GROWTH & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2012-04-23 TOP PICK Ron Meisels Has been building a huge base since 2004 and he believes it is on the verge of starting an up leg.
Price:
$8.360
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2011-10-12 COMMENT Ian Ainsworth Thinks of it as a manufacturer rather than a text company. Doesn’t have a lot of R & D and there are a lot of players. Margins are very thin. Well run and global but is going to be cyclical. Big risk if they lose a client. Stock should perform with technology where you are seeing a bottoming of some of the semi-conductor stocks.
Price:
$8.540
Subject:
GROWTH & TECHNOLOGY
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2011-10-04 DON'T BUY Benj Gallander Not a company at this point in time that he is interested in. Feels people there are overpaid. Seems to have difficulty gaining traction. There are a lot of companies that are of greater interest to him.
Price:
$7.670
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2011-08-24 DON'T BUY David Baskin Low value added component assembly with relentless pressure to lower prices.
Price:
$7.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2011-06-10 BUY Colin Stewart Good business but earnings stream is a bit volatile. One risk is that RIM orders (20% of business) go down.
Price:
$8.810
Subject:
LONG-SHORT STRATEGIES
Bias:
DEFENSIVE
Owned:
No
2011-04-21 BUY James Hodgins Likes this at this point. Part of their decline was due to the Japanese situation in and the view of supply chain issues, etc. All of their plants are now in Asia. Has about $4 a share in cash so there is opportunity for big dividend increases and maybe acquisitions.
Price:
$10.540
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
No
Showing 61 to 75 of 445 entries
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