Solectron Corp

SLR-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about SLR-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 24, 2007
(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.
Solectron Corp (SLR-N)
December 24, 2007
(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.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.870
Owned
No
TOP PICK
TOP PICK
May 18, 2007
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.
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.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.350
Owned
Yes
TOP PICK
TOP PICK
April 20, 2007
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.
Solectron Corp (SLR-N)
April 20, 2007
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.
Ben Stadelmann
Vice President, Contra the Heard
Price
$3.410
Owned
Yes
TOP PICK
TOP PICK
April 19, 2007
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.
Solectron Corp (SLR-N)
April 19, 2007
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.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.300
Owned
Yes
BUY
BUY
June 18, 2004
Has been a perennial disappointer, but likes it here. Back on track.
Has been a perennial disappointer, but likes it here. Back on track.
Stephen Masson
Portfolio Manager, Altamira Investment Services
Price
$5.720
Owned
Unknown
DON'T BUY
DON'T BUY
November 3, 2003
A very low-margin business. A very difficult business. Vulnerable to any weakness in the tech rally.
Solectron Corp (SLR-N)
November 3, 2003
A very low-margin business. A very difficult business. Vulnerable to any weakness in the tech rally.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$5.610
Owned
No
DON'T BUY
DON'T BUY
September 12, 2003
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.
Solectron Corp (SLR-N)
September 12, 2003
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.
Howard Sutton
President, Tera Capital Corp.
Price
$6.050
Owned
No
DON'T BUY
DON'T BUY
June 20, 2003
Prefers Celestica.
Prefers Celestica.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$3.710
Owned
Unknown
DON'T BUY
DON'T BUY
April 3, 2003
Ranks in the bottom 5% in their quant data base model. Earnings rates have dropped 50%.
Ranks in the bottom 5% in their quant data base model. Earnings rates have dropped 50%.
Robert McWhirter
President, Selective Asset Management
Price
$2.940
Owned
Unknown
DON'T BUY
DON'T BUY
February 4, 2003
Better places to make money.
Solectron Corp (SLR-N)
February 4, 2003
Better places to make money.
Peter Arender, CFA
Unknown, Unknown
Price
$3.490
Owned
Unknown
BUY
BUY
December 18, 2002
Likes the outsourcing sector. Over time, it should do well.
Solectron Corp (SLR-N)
December 18, 2002
Likes the outsourcing sector. Over time, it should do well.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$3.380
Owned
Unknown
BUY
BUY
December 6, 2002
Should come back.
Solectron Corp (SLR-N)
December 6, 2002
Should come back.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$3.800
Owned
Unknown
DON'T BUY
DON'T BUY
October 30, 2002
Has been hit hard. Great management. Balance sheet has some questions.
Solectron Corp (SLR-N)
October 30, 2002
Has been hit hard. Great management. Balance sheet has some questions.
Howard Sutton
President, Tera Capital Corp.
Price
$2.400
Owned
Unknown
BUY
BUY
October 17, 2002
Has been very disappointing. Now trading at less than cash per share. Very cheap.
Solectron Corp (SLR-N)
October 17, 2002
Has been very disappointing. Now trading at less than cash per share. Very cheap.
David Baskin
President, Baskin Wealth Management
Price
$1.630
Owned
Unknown
DON'T BUY
DON'T BUY
October 7, 2002
Could drop further.
Solectron Corp (SLR-N)
October 7, 2002
Could drop further.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$1.730
Owned
Unknown
Showing 1 to 15 of 30 entries