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

Last Price Recorded: $13.1600 on 2017-12-14

ON STOCKCHASE SINCE Oct 2000

Controlled by Onyx

electrical/electronic
449
Celestica Inc (CLS-T)

Last Price Recorded: $13.1600 on 2017-12-14

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

TOP PICK
Celestica Inc(CLS-T) 

November 4, 2016

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

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, Selective Asset Mana...

PricePrice
$15.880
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

December 29, 2015

(A Top Pick Jan 2/15. Up 13.33%.)

electrical/electronic

(A Top Pick Jan 2/15. Up 13.33%.)

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$15.640
Owned Owned
No

BUY
Celestica Inc(CLS-T) 

December 10, 2015

It has good growth over the next few years and trades at a good multiple.  There is nothing wrong with it.

electrical/electronic

It has good growth over the next few years and trades at a good multiple.  There is nothing wrong with it.

electrical/electronic
Bruce Tatters

Founding Partner and CIO, Triumph Asset Manage...

PricePrice
$14.610
Owned Owned
No

TOP PICK
Celestica Inc(CLS-T) 

August 7, 2015

$2.2 Billion Market Cap. A Contract Manufacturer for Computer Equipment, Servers, Communications, Healthcare and Aerospace. In Healthcare and Aerospace, it is a much longer contract to get designed into, but the advantage is that once you are designed in, you are good for 7 to 10 years, and margins are much better than in the electronic space. Have about $500 Million in cash, about 24% of the Market Cap. Looking at the Enterprise Value to Earnings, earnings are expected to be $2.26. This appears to be heading higher.

electrical/electronic

$2.2 Billion Market Cap. A Contract Manufacturer for Computer Equipment, Servers, Communications, Healthcare and Aerospace. In Healthcare and Aerospace, it is a much longer contract to get designed into, but the advantage is that once you are designed in, you are good for 7 to 10 years, and margins are much better than in the electronic space. Have about $500 Million in cash, about 24% of the Market Cap. Looking at the Enterprise Value to Earnings, earnings are expected to be $2.26. This appears to be heading higher.

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$17.250
Owned Owned
No

WATCH
Celestica Inc(CLS-T) 

May 29, 2015

The period of seasonal strength is from December to April. Right now it is still looking very good. Technically it is in an upward trend, trading above its 20 day moving average, and its strength relative to the Canadian market is very, very strong. Even though it is past its period of seasonal strength, as long as it continues to outperform the market, stick with it. Watch your technical indicators. As they start to roll over in the corrective phase of the market, that is when you want to start taking money off the table. Stick with this right now, but watch it very closely.

electrical/electronic

The period of seasonal strength is from December to April. Right now it is still looking very good. Technically it is in an upward trend, trading above its 20 day moving average, and its strength relative to the Canadian market is very, very strong. Even though it is past its period of seasonal strength, as long as it continues to outperform the market, stick with it. Watch your technical indicators. As they start to roll over in the corrective phase of the market, that is when you want to start taking money off the table. Stick with this right now, but watch it very closely.

electrical/electronic
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$15.910
Owned Owned
Unknown

PAST TOP PICK
Celestica Inc(CLS-T) 

May 15, 2015

(A Top Pick June 10/14. Up 15.4%.) He is very pleased with this. They end up doing well on free cash flow generation. Continuing to transition from commodities (cell phones). Their longer-term plan is to move towards aerospace and medical, where the margins are better.

electrical/electronic

(A Top Pick June 10/14. Up 15.4%.) He is very pleased with this. They end up doing well on free cash flow generation. Continuing to transition from commodities (cell phones). Their longer-term plan is to move towards aerospace and medical, where the margins are better.

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$15.140
Owned Owned
No

BUY
Celestica Inc(CLS-T) 

May 14, 2015

He is not surprised they are doing a share buyback.  It is inexpensive.  They have no debt.  It is one of these show-me stocks and he won’t get rid of them until they disappoint.

electrical/electronic

He is not surprised they are doing a share buyback.  It is inexpensive.  They have no debt.  It is one of these show-me stocks and he won’t get rid of them until they disappoint.

electrical/electronic
Allan Meyer

VP & Portfolio Manager, Wickham Investment C...

PricePrice
$15.190
Owned Owned
Yes

WEAK BUY
Celestica Inc(CLS-T) 

April 9, 2015

Not a business he would get excited about because it is very low margin, but the stock chart is good.

electrical/electronic

Not a business he would get excited about because it is very low margin, but the stock chart is good.

electrical/electronic
Fabrice Taylor

Publisher, The President's Club...

PricePrice
$14.550
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

March 19, 2015

(Top Pick Jun. 10/14, Up 11.79%) There are good long term growth prospects but he got out because it did what he wanted it to do for him.

electrical/electronic

(Top Pick Jun. 10/14, Up 11.79%) There are good long term growth prospects but he got out because it did what he wanted it to do for him.

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$14.510
Owned Owned
Yes

BUY
Celestica Inc(CLS-T) 

February 13, 2015

Canadian technology companies in general are really doing well. This company is delivering on their numbers.

electrical/electronic

Canadian technology companies in general are really doing well. This company is delivering on their numbers.

electrical/electronic
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$14.930
Owned Owned
Unknown

TOP PICK
Celestica Inc(CLS-T) 

January 2, 2015

This is cheap at 6.3X enterprise value to EBITDA. 13% ROE forecasted for 2015. Has over $500 million in cash, which is about 27% of their market value. Huge free cash flow generator of over $164 million over the last 12 months, and an 8% free cash flow yield. Thinks it is breaking out. Above $14 is the point where, on large volume, you wait for that and then be an aggressive buyer.

electrical/electronic

This is cheap at 6.3X enterprise value to EBITDA. 13% ROE forecasted for 2015. Has over $500 million in cash, which is about 27% of their market value. Huge free cash flow generator of over $164 million over the last 12 months, and an 8% free cash flow yield. Thinks it is breaking out. Above $14 is the point where, on large volume, you wait for that and then be an aggressive buyer.

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$13.800
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

December 8, 2014

(A Top Pick Nov 20/13. Up 21.64%.) This company was really keen, had spare capacity. Given the high cost structure, you need more business to come online to get your margins where you want them. There is still quite a bit from this. They haven’t really fired on all cylinders. It is always some part of the business that hasn’t seen the demand that they have wanted. Very attractive on a valuation basis, given the cash on the balance sheet.

electrical/electronic

(A Top Pick Nov 20/13. Up 21.64%.) This company was really keen, had spare capacity. Given the high cost structure, you need more business to come online to get your margins where you want them. There is still quite a bit from this. They haven’t really fired on all cylinders. It is always some part of the business that hasn’t seen the demand that they have wanted. Very attractive on a valuation basis, given the cash on the balance sheet.

electrical/electronic
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$12.140
Owned Owned
Yes

HOLD
Celestica Inc(CLS-T) 

September 15, 2014

Has never been comfortable with the story.  They are an outsourcer with very low margins.  They are still growing on a global basis, however.  They are manufacturing, not technology.  He would have a look at it if it was below $12 [which it is now].

electrical/electronic

Has never been comfortable with the story.  They are an outsourcer with very low margins.  They are still growing on a global basis, however.  They are manufacturing, not technology.  He would have a look at it if it was below $12 [which it is now].

electrical/electronic
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$11.890
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

September 12, 2014

(A Top Pick Aug 27/13. 12.07%.) It was extremely cheap when he bought it. They had a lot of cash and were buying back a lot of shares. Margins are starting to grow from the diversified business. Sold his holdings.

electrical/electronic

(A Top Pick Aug 27/13. 12.07%.) It was extremely cheap when he bought it. They had a lot of cash and were buying back a lot of shares. Margins are starting to grow from the diversified business. Sold his holdings.

electrical/electronic
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$11.980
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

August 29, 2014

(A Top Pick Aug 2/13. Up 7.75%.) Thinks this is still a Buy. Has broken out of a very long sideways base of 10-12 years. Gradually transitioning from a handset manufacturer towards medical and aerospace, where there is less competition.

electrical/electronic

(A Top Pick Aug 2/13. Up 7.75%.) Thinks this is still a Buy. Has broken out of a very long sideways base of 10-12 years. Gradually transitioning from a handset manufacturer towards medical and aerospace, where there is less competition.

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$11.960
Owned Owned
No

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