Stockchase Opinions

Noah Blackstein, B.A., CFA Solectron Corp SLR-N DON'T BUY Apr 10, 2002

No growth yet. May not come until the latter part of the year.
$7.480

Stock price when the opinion was issued

electrical electronic
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

DON'T BUY
Better places to make money.
DON'T BUY
Ranks in the bottom 5% in their quant data base model. Earnings rates have dropped 50%.
DON'T BUY
Prefers Celestica.
DON'T BUY
Outsourcer of computer products. Depends on the health of computer companies like IBM, Cisco, etc. Has restructured to correct a weak balance sheet. Have to have a stronger recovery in the Tech market.
DON'T BUY
A very low-margin business. A very difficult business. Vulnerable to any weakness in the tech rally.
BUY
Has been a perennial disappointer, but likes it here. Back on track.
TOP PICK
Huge company with about $12 billion in sales. Over $1 billion in cash. Working through a turnaround. Have competed stage 1 and are into stage 2. Letting about 1500 employees go giving them a $35-$40 million cash write-down. Not much debt. Getting a new CEO.
TOP PICK
Sector that is very deeply out of favour. Extremely competitive area. The trend towards contract manufacturing is here to stay. Feels there will be plenty of business for them once they are restructured.
TOP PICK
A major electronics manufacturer. Wild card is that they are looking for a new CEO. Marginally profitable now. They are in the 3rd phase of rationalization, which will cost them money.
PAST TOP PICK
(A Past Top Pick Apr 20/07. Up 14.1%.) Acquired by Flextronic (FLEX-Q) for $3.89 or shares. He elected to keep the shares and Flextronic is on his Buy list.