Celestica Inc

CLS-T

TSE:CLS

9.16
0.09 (0.99%)
Celestica Inc. is a Canadian multinational electronics manufacturing services company headquartered in Toronto, Ontario.
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Analysis and Opinions about CLS-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

TOP PICK
TOP PICK
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).

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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).

PAST TOP PICK
PAST TOP PICK
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.

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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.

BUY
BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.)

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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.)

BUY
BUY
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.

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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.

TOP PICK
TOP PICK
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.)

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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.)

PAST TOP PICK
PAST TOP PICK
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.

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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.

TOP PICK
TOP PICK
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.

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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.

PAST TOP PICK
PAST TOP PICK
December 29, 2015

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

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Celestica Inc (CLS-T)
December 29, 2015

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

BUY
BUY
December 10, 2015

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

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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.

TOP PICK
TOP PICK
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.

Show full opinionHide full opinion
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.

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