Celestica Inc | StockChase
448
Celestica Inc (CLS-T)

Last Price Recorded: $13.5500 on 2017-11-16

ON STOCKCHASE SINCE Oct 2000

Controlled by Onyx

electrical/electronic

Celestica Inc



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Date Signal Company Opinion Expert
2017-11-15
PAST TOP PICK

CLS-T

$13.450

Celestica Inc


(A Top Pick Jan 6/17. Down 17%.) Recent earnings have been a disappointment, down 25% on Oct 25. He used a stop loss to sell the stock earlier.

electrical/electronic

Robert McWhirter

President

OPTIMISTIC
2017-11-13
SELL

CLS-T

$13.550

Celestica Inc


It one of Canada’s largest suppliers of electronic components and they took a hit, so he sold it in wake of the earnings call.  He did well on it but nothing lasts forever.  It will be a few quarters turning around.

electrical/electronic

Brendan Caldwell

President

SELECTIVE
2017-10-19
TOP PICK

CLS-T

$15.150

Celestica Inc


$300 million in cash and less than 9 times earnings.  They just can’t get any love.  It had a bit better execution in terms of earnings and they could get recognized.  They buy back stocks.  Leverage on their operations is quite high and it has not performed yet.  (Analysts’ target: $14.87).

electrical/electronic

Peter Hodson

CEO & Head of Research

OPTIMISTIC
2017-08-25
PAST TOP PICK

CLS-T

$14.250

Celestica Inc


(Top Pick Jan 6/17, Down 12%)  You have some negative earnings.  It has negative price momentum.  The upcoming earnings are expected to be down for two quarters.

electrical/electronic

Robert McWhirter

President

BULLISH
2017-08-23
DON'T BUY

CLS-T

$14.260

Celestica Inc


It had a great run, was a cheap stock and still is.  Phenomenal balance sheet.  They have room to move.  Price momentum is the knock against them.  They had a bad quarter and then more sellers brought out more sellers.

electrical/electronic

Jason Mann

CIO & Co-Founder

CAUTIOUS
2017-08-04
BUY on WEAKNESS

CLS-T

$14.760

Celestica Inc


This is a tough one, because last week it had a negative transit. Even as of yesterday, it is still trying to hold here. It could go down to his EVB line of $12.83, so there could be more downside. His model price is $28.52, a 90% upside. This is cyclical and could go lower. It is worth buying at $12.83.

electrical/electronic

Brian Acker, CA

Chief Executive Officer, President and Chief Inves

BULLISH on US MARKET
2017-07-17
TOP PICK

CLS-T

$17.430

Celestica Inc


Canada is phenomenal in areas we don’t think we are.  This one is trading at a big discount to its peers.  One of the biggest suppliers to the aerospace and defense industry.  We may not be the dominant brand, but we are the brains behind the brands.  They are a little bit behind on valuation.  (Analysts’ target: $15.50).

electrical/electronic

Brendan Caldwell

President

SELECTIVE
2017-07-14
PAST TOP PICK

CLS-T

$17.260

Celestica Inc


(A Top Pick Nov 4/16. Up 9.44%.) This does not pay a dividend, but has a significant free cash flow generation. They also own property near the Science Centre which has been re-permitted for multiple use. A low, flat building that has been used for manufacturing, probably the largest chunk of real estate in Toronto. The underlying business is quite good. They are moving away from physical telephones and servers to medical and aeronautical devices giving higher profit margins.

electrical/electronic

Robert McWhirter

President

BULLISH on ENERGY
2017-06-06
BUY

CLS-T

$18.600

Celestica Inc


A manufacturer for other manufacturers. When companies get busy, they give their excess runs to this company. Not a bad little company. However, this is a later cycle stock. They have been buying back stock aggressively and the balance sheet is very, very strong. As the market and the economy continues to advance, it becomes a later stage company as well. He likes the Tech sector overall. Earnings leverage is very, very good.

electrical/electronic

Peter Hodson

CEO & Head of Research

2017-04-11
COMMENT

CLS-T

$19.250

Celestica Inc


Essentially an outsource company. Other tech companies will go to them to either do some research on technology that they want developed, or build the technology for them. This is a company that can do well in a later stage economy, as demand is increasing for certain companies and they don’t want to build a new plant. Also, priced below its peers. The company is shareholder friendly where they have been buying back a lot of shares. They’ve done some restructuring and look like they are back on the growth path now. He likes this.

electrical/electronic

Ryan Modesto

Managing Partner

2017-04-10
COMMENT

CLS-T

$19.460

Celestica Inc


In the next 2 months, tech names should be a core part of your portfolio. Chart shows this has been pretty volatile, but it had 2 double bottoms in 2016, which is pretty positive. That was followed by a nascent uptrend. He is expecting the stock to come back in the next 2 months. The $17.50 will be bringing in a lot of buyers. (See Top Picks.)

electrical/electronic

Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder

2017-02-16
BUY

CLS-T

$17.980

Celestica Inc


CLS-T vs. MRE-T.  It seems CLS-T has business picking up. but MRE-T is stuck in some kind of a glut that they can’t break out of.  He refers CLS-T.

electrical/electronic

Fabrice Taylor

Publisher

SELECTIVE
2017-01-06
TOP PICK

CLS-T

$16.170

Celestica Inc


Contract manufacturers. They were manufacturing phones, and consumer products, which are now less than 3% of their total manufacturing. They do a lot of business in servers and other stuff, as well as branching out into medical and aerospace. Produced $215 million of free cash flow in the last 4 months, an 11% free cash flow yield. Has about $600 million of cash. 14.8% trailing ROE. Earnings per share grew by 50% on a 22% increase in sales. They also have the ability to free up some cash on some Toronto real estate. (Analysts’ price target is $16.33.)

electrical/electronic

Robert McWhirter

President

BULLISH
2016-11-04
PAST TOP PICK

CLS-T

$15.880

Celestica Inc


(A Top Pick Aug 7/15. Down 6.9%.) The company has worked diligently to move away from hand sets and are now more towards servers, and more importantly towards medical and aerospace. If you can design into a pacemaker or an airplane, you’re typically there for 10 years. There is less price competition, better margins and less turnover.

electrical/electronic

Robert McWhirter

President

2016-11-04
TOP PICK

CLS-T

$15.880

Celestica Inc


Trades at 5.4X enterprise value to EBITDA, against a 22% EBITDA growth, which is cheap. With strong growth, this gives 2.5 EBITDA. Free cash flow up 55% over the last year. In the last 30 days, earnings estimates have been cranked up by 3%. A strong trailing free cash flow of almost 11%. 15% trailing ROE.

electrical/electronic

Robert McWhirter

President

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