Tim ReganCelestica IncCLS.TOSELLJul 29, 2026

Trades at 41x PE. It comes down to whether demand will continue to rise with AI spending. If so, profits will continue to be profitable with EPS to jump from $10 in 2026 to $15 in 2027, then $19 in 2028, then $26 in 2029. CLS comes down to how much you want to pay for it. Beta is a volatile 2.04, twice as much as the TSX. So, earnings is very important. 

This is a great time to buy. Q1 revenue growth is up over 50% and guidance was increased. You could buy now and add if it goes lower to $430. They provide design, manufacturing and supply chain solutions including aero-defense and communication. It has recently collaborated with AMD.

META selling excess capacity is specific to META, not necessarily a sign that hardware is slowing. Still likes it here.

Canadian tech that's done well. Likes it, continuing to own going forward.

It's a manufacturing company. Can they continue to grow at this level and justify a high multiple? The market overestimates their earnings and margins. So when AI emerges, you see a strong pullback. Be cautious with stocks like this which aren't consistent over time. View their PE as a manufacturing and not a tech company.

He took some profits just last week. His 12-month target is $650. Buy in thirds here ~$500, $450, and $400 (note that he rarely gets this last third of any position). Darling of Canadian networking companies. Next earnings report at beginning of July.

Helps build hardware behind AI and cloud infrastructure. Massive growth. Revenue jumped more than 50% last quarter. Moving into products with better margins, increasingly important in AI supply chain.

Expectations are high. She sees upside potential of 30%, price target of ~$625. No dividend.

Not trading cheap. A triple in the last year. He's a value investor. He can't explain or understand the multiple. It's for momentum-type traders. He wouldn't be involved here.

All-time high today. If you own it, sell some calls (1-2 weeks) around the $535-545 level. You probably don't want to get called away, so if it gets close just roll the price up. 

It had a good uptrend till the end of 2025, then has been sideways. It has tested support at $340-350 with resistance at $500. Now it seems to be in an upswing during a sideways trend. Not bad news.

With reference to the question he would not short the stock. It has seen a 100% gain per year over the past 3 or 4 years so has had a tremendous turn-around. There is lots of volatility and the recent pull back gives a buying opportunity. 

A name for core AI exposure. Valuation of mid-20x PE is justified, so much demand. Recent earnings and outlook were quite positive. Manages expectations, so every quarter is "a beat and a raise".

Radical transformation a few years ago. Its components are right in the wheelhouse of data centre growth, and he finds it difficult to know how long that will last. His main issue is the stretched valuation.

His go-to name in the space is TSM, also at a high valuation now.

A winner in the AI build-out: cloud infrastucture, high-speed networking and other AI-related systems. Also, they supply aerospace/defence where defence budgets have increased. Third, they're in healthtech devices. All businesses are drivers, especially AI. A lot of growth is baked into the stock, but buy on any dips, on headline about any data centres being delayed.