NASDAQ:FLEX

Flex Ltd. (FLEX)

116.61
+3.83 (3.40%)
as of Oct 2, 2026, 8:00:00 pm Market Open.
4 watching
0
TOP PICK
He likes this company a lot. They have a 30 billion operation in terms of revenue, but also have some debt after a merger. Believes it is a major industry leader that will do well. Watch for upcoming write-offs because of the merger. Believes they will make money in a competitive market.
SELL
The business has way too much capacity. Earnings have been going down rather than up. Doesn't like any of the tech builders such as this one and Celestica (CLS-T)
TOP PICK
A Singapore company. They do design electronics as well as manufacturing. They are in a sweet spot as companies continue to outsource.
DON'T BUY
EMS is an area that he has been shy of. If you were going to get in, you would have to get in on the dips. There is plenty of value in other areas of technology.
TOP PICK
He is focused on technology and the consumer side of technology. Wireless data is a really big deal.
BUY
$30 is the next major overhead resistance level. Short-term, has started to lose a little bit of momentum.
DON'T BUY
Just reported a pretty good quarter. In a tough business. Thin margins. Trying to acquire original design manufacturers in order to help margins. Trading at 30 X 2005 earnings. Pretty fully valued. Would try to get in at $10.
DON'T BUY
Ranks in the bottom third of their quantum database model. Negative earnings.
DON'T BUY
Thin margins and are being squeezed further. Orders are poor.
BUY
This and Celestica would be his two top picks in the EMC outsourcing sector. Great long term business.
DON'T BUY
A very bright future with a long term growth. End demand doesn't exist for their product yet.
DON'T BUY
Doesn't like this sector at this time.
BUY
An OK price for long term. A good diversified product line.
BUY
Prefers over Solectron
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