Celestica Inc | StockChase
449
Celestica Inc (CLS-T)

Last Price Recorded: $13.2900 on 2017-12-13

ON STOCKCHASE SINCE Oct 2000

Controlled by Onyx

electrical/electronic
449
Celestica Inc (CLS-T)

Last Price Recorded: $13.2900 on 2017-12-13

ON STOCKCHASE SINCE Oct 2000

Controlled by Onyx

electrical/electronic

Celestica Inc


Signal Opinion Expert
DON'T BUY
Celestica Inc(CLS-T) 

November 30, 2017

He does not particularly like it.  Investors think it is a technology play, but really it is a contract manufacturer without a lot of pricing power.  Margins are low and it is fairly cyclical.  The competitive strength is not enough to make him want to have a position.

electrical/electronic

He does not particularly like it.  Investors think it is a technology play, but really it is a contract manufacturer without a lot of pricing power.  Margins are low and it is fairly cyclical.  The competitive strength is not enough to make him want to have a position.

electrical/electronic
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$14.000
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

November 15, 2017

(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

(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, Selective Asset Mana...

PricePrice
$13.450
Owned Owned
No

SELL
Celestica Inc(CLS-T) 

November 13, 2017

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

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, Caldwell Securities...

PricePrice
$13.550
Owned Owned
No

TOP PICK
Celestica Inc(CLS-T) 

October 19, 2017

$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

$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, 5i Research Inc....

PricePrice
$15.150
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

August 25, 2017

(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

(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, Selective Asset Mana...

PricePrice
$14.250
Owned Owned
No

DON'T BUY
Celestica Inc(CLS-T) 

August 23, 2017

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

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, Edgehill Patners...

PricePrice
$14.260
Owned Owned
Yes

BUY on WEAKNESS
Celestica Inc(CLS-T) 

August 4, 2017

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

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, Acker Finley Inc....

PricePrice
$14.760
Owned Owned
Unknown

TOP PICK
Celestica Inc(CLS-T) 

July 17, 2017

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

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, Caldwell Securities...

PricePrice
$17.430
Owned Owned
Yes

PAST TOP PICK
Celestica Inc(CLS-T) 

July 14, 2017

(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

(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, Selective Asset Mana...

PricePrice
$17.260
Owned Owned
No

BUY
Celestica Inc(CLS-T) 

June 6, 2017

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

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, 5i Research Inc....

PricePrice
$18.600
Owned Owned
Unknown

COMMENT
Celestica Inc(CLS-T) 

April 11, 2017

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

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, 5i Research...

PricePrice
$19.250
Owned Owned
No

COMMENT
Celestica Inc(CLS-T) 

April 10, 2017

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

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, Castlemoore Inc....

PricePrice
$19.460
Owned Owned
Unknown

BUY
Celestica Inc(CLS-T) 

February 16, 2017

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

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, The President's Club...

PricePrice
$17.980
Owned Owned
Unknown

TOP PICK
Celestica Inc(CLS-T) 

January 6, 2017

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

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, Selective Asset Mana...

PricePrice
$16.170
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

November 4, 2016

(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

(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, Selective Asset Mana...

PricePrice
$15.880
Owned Owned
No

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