Solectron Corp (SLR)

DON'T BUY
Could drop further.
PAST TOP PICK
(Was a top pick on May 21. Down 57%) Still likes. Trading at Book Value now.
TOP PICK
Seeing some signs of an uptick in the sector. At a good price.
DON'T BUY
No growth yet. May not come until the latter part of the year.
DON'T BUY
Great management. Wait for the Nortel and Lucents to recover.
DON'T BUY
Newer acquisition was heavily tied in to Nortel. Prefers Celestica.
DON'T BUY
Have to bring their costs down.
DON'T BUY
Has internal problems. Wait for the year 2003.
DON'T BUY
Making acquisitions which is expanding the balance sheet. The balance sheet shpuld be shrinking.
DON'T BUY
Telcom sector has hit them hard. May drop further. Prefers Flextronics.
DON'T BUY
Thin margins. Techs need time to recover.
BUY
Some balance sheet issues, but will be cleared up. Good long term.
DON'T BUY
Prefers Celestica. Gave poor guidance.
DON'T BUY
Take over of C-Mac was a good move, but still have to wait for turn around of industry.
DON'T BUY
Electronic manufacturing is a good business, but they are at a very high multiple.
Showing 16 to 30 of 31 entries