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

Last Price Recorded: $13.3900 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

Controlled by Onyx

electrical/electronic
449
Celestica Inc (CLS-T)

Last Price Recorded: $13.3900 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

Controlled by Onyx

electrical/electronic

Celestica Inc


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

March 13, 2014

Chart shows the stock has recently developed a downward trend and recently broke a support level. It’s underperforming the Canadian market and trading below its 20 day moving average. Technicals score out of 3 is 0. There are better opportunities elsewhere.

electrical/electronic

Chart shows the stock has recently developed a downward trend and recently broke a support level. It’s underperforming the Canadian market and trading below its 20 day moving average. Technicals score out of 3 is 0. There are better opportunities elsewhere.

electrical/electronic
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$10.710
Owned Owned
Unknown

HOLD
Celestica Inc(CLS-T) 

January 20, 2014

Info tech stocks are starting a new life in Canada and the US.  This is one of them.  Broke a major down trend line a while back.  It was base building for 10 years and is not in an uptrend.

electrical/electronic

Info tech stocks are starting a new life in Canada and the US.  This is one of them.  Broke a major down trend line a while back.  It was base building for 10 years and is not in an uptrend.

electrical/electronic
Ron Meisels

President, P & C Holdings...

PricePrice
$11.500
Owned Owned
Unknown

COMMENT
Celestica Inc(CLS-T) 

January 10, 2014

Pulled back a month or so ago. When you have Cisco (CSCO-Q) as a customer and it has a slowdown that is a concern. On the other side, one of their competitors had a pretty bad report. Has quite a bit of cash in the balance sheet and if you strip that out it looks very attractive on a multiple basis. Good cash generation. Feels there is a bit of room for the stock to run.

electrical/electronic

Pulled back a month or so ago. When you have Cisco (CSCO-Q) as a customer and it has a slowdown that is a concern. On the other side, one of their competitors had a pretty bad report. Has quite a bit of cash in the balance sheet and if you strip that out it looks very attractive on a multiple basis. Good cash generation. Feels there is a bit of room for the stock to run.

electrical/electronic
Jennifer Radman

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

PricePrice
$11.380
Owned Owned
Yes

HOLD
Celestica Inc(CLS-T) 

December 19, 2013

Company is more into buying back stock than dividends but that is the reason to own it.  Good management team and margins continue to increase.  Don’t sell.

electrical/electronic

Company is more into buying back stock than dividends but that is the reason to own it.  Good management team and margins continue to increase.  Don’t sell.

electrical/electronic
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$10.530
Owned Owned
Unknown

COMMENT
Celestica Inc(CLS-T) 

November 29, 2013

In contract manufacturing, he has seen spots of growth throughout the group, especially the ones in the US. They get going and then they stall. He likes to see more strength. This one has a model price of $17.77, a 66% upside. Thinks we just need a little bit of confidence in those earnings plus a little bit of forward guidance as to if products are sustainable.

electrical/electronic

In contract manufacturing, he has seen spots of growth throughout the group, especially the ones in the US. They get going and then they stall. He likes to see more strength. This one has a model price of $17.77, a 66% upside. Thinks we just need a little bit of confidence in those earnings plus a little bit of forward guidance as to if products are sustainable.

electrical/electronic
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$10.710
Owned Owned
Unknown

TOP PICK
Celestica Inc(CLS-T) 

November 20, 2013

Was really beat up recently.  A pretty big pullback.  CSCO is one of their big customers.  10 times earnings excluding cash value.  It is a great entry point.

electrical/electronic

Was really beat up recently.  A pretty big pullback.  CSCO is one of their big customers.  10 times earnings excluding cash value.  It is a great entry point.

electrical/electronic
Jennifer Radman

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

PricePrice
$9.980
Owned Owned
Yes

HOLD
Celestica Inc(CLS-T) 

November 5, 2013

There has been a long consolidation from 2011. Broke out in the middle of this year and had a parabolic move. After every parabolic move, it needs a period of consolidation. That is precisely what it is doing right now and is very healthy for the stock. If it can take the old 2011 high out, which he would bet it will, it will be very good. Wait for a breakout before buying. If you own, continue to hold.

electrical/electronic

There has been a long consolidation from 2011. Broke out in the middle of this year and had a parabolic move. After every parabolic move, it needs a period of consolidation. That is precisely what it is doing right now and is very healthy for the stock. If it can take the old 2011 high out, which he would bet it will, it will be very good. Wait for a breakout before buying. If you own, continue to hold.

electrical/electronic
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$11.330
Owned Owned
Unknown

HOLD
Celestica Inc(CLS-T) 

November 4, 2013

Trying to break out but has not been able to.  Resistance at 11.50 to $12.00.  A long as we see it going higher it is okay.

electrical/electronic

Trying to break out but has not been able to.  Resistance at 11.50 to $12.00.  A long as we see it going higher it is okay.

electrical/electronic
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$11.520
Owned Owned
Unknown

COMMENT
Celestica Inc(CLS-T) 

October 25, 2013

A comeback story that has done better than expected. Has come back to the same level that it was in 2011. This is a seasonal period when you get these types of industrial stocks doing well. Right now it is in an upper trend and given where we are right now, he feels this is a favourable trend. Once it’s through the $11.90 level he expects it to do quite well.

electrical/electronic

A comeback story that has done better than expected. Has come back to the same level that it was in 2011. This is a seasonal period when you get these types of industrial stocks doing well. Right now it is in an upper trend and given where we are right now, he feels this is a favourable trend. Once it’s through the $11.90 level he expects it to do quite well.

electrical/electronic
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$11.740
Owned Owned
Unknown

PAST TOP PICK
Celestica Inc(CLS-T) 

October 24, 2013

(A Top Pick Sept 28/12. Up 66.43%.) Had a very strong quarter but was mixed in terms of their guidance. They were exiting the BlackBerry business and people were really worried if they were going to be able to replace it. However, they have started to replace it with higher margin business. Going forward, he feels their margins are going to increase. Has exited most of his position but still has some in one of his funds.

electrical/electronic

(A Top Pick Sept 28/12. Up 66.43%.) Had a very strong quarter but was mixed in terms of their guidance. They were exiting the BlackBerry business and people were really worried if they were going to be able to replace it. However, they have started to replace it with higher margin business. Going forward, he feels their margins are going to increase. Has exited most of his position but still has some in one of his funds.

electrical/electronic
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$11.780
Owned Owned
Yes

HOLD
Celestica Inc(CLS-T) 

October 1, 2013

Very hinged to data communications and telecom equipment cycle, which he thinks, is just starting to rejuvenate itself. Feels it has 5 to 10 years of fantastic growth ahead of it. Not very expensive.

electrical/electronic

Very hinged to data communications and telecom equipment cycle, which he thinks, is just starting to rejuvenate itself. Feels it has 5 to 10 years of fantastic growth ahead of it. Not very expensive.

electrical/electronic
Patrick Horan

Portfolio Manager, Agilith Capital Inc...

PricePrice
$11.660
Owned Owned
No

TOP PICK
Celestica Inc(CLS-T) 

August 27, 2013

One of the Canadian technology companies. Has been showing improvement of late. If you take their cash into account, they are trading at about 8X earnings. Generates a ton of free cash flow. When a company has a big cash flow, they either buy back stock, make a dividend or make an acquisition. This company has been very clear that they want to get into a more diversified segment outside of communications, higher margins and more growth.

electrical/electronic

One of the Canadian technology companies. Has been showing improvement of late. If you take their cash into account, they are trading at about 8X earnings. Generates a ton of free cash flow. When a company has a big cash flow, they either buy back stock, make a dividend or make an acquisition. This company has been very clear that they want to get into a more diversified segment outside of communications, higher margins and more growth.

electrical/electronic
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$10.690
Owned Owned
Yes

TOP PICK
Celestica Inc(CLS-T) 

August 2, 2013

Lost their phone contract with blackberry but a year ago they said they were moving away from designing and making of cell phones and were moving into the medical and aero spaces. The advantage is, it takes a long time to get into those industries but once you are in, you are there for 7-10 years. A free cash flow generating machine. Have $554 million in cash, 29% of the market cap of the company.

electrical/electronic

Lost their phone contract with blackberry but a year ago they said they were moving away from designing and making of cell phones and were moving into the medical and aero spaces. The advantage is, it takes a long time to get into those industries but once you are in, you are there for 7-10 years. A free cash flow generating machine. Have $554 million in cash, 29% of the market cap of the company.

electrical/electronic
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$11.100
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

July 11, 2013

(Top Pick Sep 28/12, Up 39.26%) Replaced RIM with higher margin business.  He has taken quite a bit off the table.  But it is still not an expensive stock.  They may pay a dividend this year.  Great balance sheet.  He thinks it is fairly valued.

electrical/electronic

(Top Pick Sep 28/12, Up 39.26%) Replaced RIM with higher margin business.  He has taken quite a bit off the table.  But it is still not an expensive stock.  They may pay a dividend this year.  Great balance sheet.  He thinks it is fairly valued.

electrical/electronic
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$9.770
Owned Owned
Yes

TOP PICK
Celestica Inc(CLS-T) 

May 30, 2013

They have a lot of cash on the balance sheet; the amount of cash they generate.  They have land value.  If you take that up they are trading at 8 times earnings.  They are not anywhere near highs.  As margins go up with acquisitions, the share price should go up.

electrical/electronic

They have a lot of cash on the balance sheet; the amount of cash they generate.  They have land value.  If you take that up they are trading at 8 times earnings.  They are not anywhere near highs.  As margins go up with acquisitions, the share price should go up.

electrical/electronic
Jennifer Radman

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

PricePrice
$9.630
Owned Owned
Yes

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