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
BUY
Celestica Inc(CLS-T) 

May 22, 2013

(Market Call Minute) Great cash flow and a catalyst in the next 3 to 4 months.

electrical/electronic

(Market Call Minute) Great cash flow and a catalyst in the next 3 to 4 months.

electrical/electronic
John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Managem...

PricePrice
$9.350
Owned Owned
No

DON'T BUY
Celestica Inc(CLS-T) 

April 30, 2013

Do manufacturing and design work for large electronics companies. Doesn’t like the industry. Historically has been an extremely low margin business. It requires a fair bit of cash. Very price competitive. Doesn’t see any real great growth prospects.

electrical/electronic

Do manufacturing and design work for large electronics companies. Doesn’t like the industry. Historically has been an extremely low margin business. It requires a fair bit of cash. Very price competitive. Doesn’t see any real great growth prospects.

electrical/electronic
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$8.700
Owned Owned
No

COMMENT
Celestica Inc(CLS-T) 

April 29, 2013

Instead of dividends, historically this company has favoured buybacks. Have a lot of cash in the balance sheet. Priced cheaply at around 8X earnings. Generates quite a bit of cash flow. Raised their 2nd quarter guidance and are talking about taking market share from competitors. In this sector, the tide shifts pretty quickly and contracts can go to somebody else.On his watch list.

electrical/electronic

Instead of dividends, historically this company has favoured buybacks. Have a lot of cash in the balance sheet. Priced cheaply at around 8X earnings. Generates quite a bit of cash flow. Raised their 2nd quarter guidance and are talking about taking market share from competitors. In this sector, the tide shifts pretty quickly and contracts can go to somebody else.On his watch list.

electrical/electronic
John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Managem...

PricePrice
$8.450
Owned Owned
No

DON'T BUY
Celestica Inc(CLS-T) 

March 27, 2013

Contract manufacturing industry for the electronics area has become very, very difficult. A really low margin business. Has had pretty poor ROIC’s over time. Not a big fan of this one.

electrical/electronic

Contract manufacturing industry for the electronics area has become very, very difficult. A really low margin business. Has had pretty poor ROIC’s over time. Not a big fan of this one.

electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$8.350
Owned Owned
No

COMMENT
Celestica Inc(CLS-T) 

March 19, 2013

Electronic manufacturing of other companies products. Was very popular in the late 90’s for companies that design products to get out of low margin manufacturing. Has been a very difficult business for a very long time. This has caught his interest. Remarkably cheap. Have been slowly improving. Suffered awhile from their large exposure to Blackberry but have mostly migrated through this.

electrical/electronic

Electronic manufacturing of other companies products. Was very popular in the late 90’s for companies that design products to get out of low margin manufacturing. Has been a very difficult business for a very long time. This has caught his interest. Remarkably cheap. Have been slowly improving. Suffered awhile from their large exposure to Blackberry but have mostly migrated through this.

electrical/electronic
John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Managem...

PricePrice
$8.610
Owned Owned
No

BUY
Celestica Inc(CLS-T) 

March 8, 2013

Has just added this to one of his funds. Generating a lot of free cash flow and it’s cheap. Ramping up their diversified business in health care, defence spending, etc. Good Value play.

electrical/electronic

Has just added this to one of his funds. Generating a lot of free cash flow and it’s cheap. Ramping up their diversified business in health care, defence spending, etc. Good Value play.

electrical/electronic
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$8.670
Owned Owned
Yes

DON'T BUY
Celestica Inc(CLS-T) 

January 30, 2013

Been in a tough business for a long, long time. Margins remain very tight because of so much competition. Doesn’t see it as being an attractive industry. Prefers companies that have branded products that have been beaten up, but the brand is solid and the business model works as opposed to contract manufacturing.

electrical/electronic

Been in a tough business for a long, long time. Margins remain very tight because of so much competition. Doesn’t see it as being an attractive industry. Prefers companies that have branded products that have been beaten up, but the brand is solid and the business model works as opposed to contract manufacturing.

electrical/electronic
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$8.070
Owned Owned
No

WATCH
Celestica Inc(CLS-T) 

December 17, 2012

Low margin business, but lots of cash.  Doing a big share buyback and that will help the bottom line.  A dividend would be nice.  He is sitting on the side lines waiting for improvements in the economy.  They have struggled as the economy has slowed down.

electrical/electronic

Low margin business, but lots of cash.  Doing a big share buyback and that will help the bottom line.  A dividend would be nice.  He is sitting on the side lines waiting for improvements in the economy.  They have struggled as the economy has slowed down.

electrical/electronic
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$7.690
Owned Owned
No

COMMENT
Celestica Inc(CLS-T) 

December 10, 2012

A custom manufacturer of electronics. Their manufacturing of RIM products is coming off contract so it has risks to it but it is also extremely cheap. Recently announced a share buyback. Feels that management realizes that if they can shrink capitalization, returns will improve.

electrical/electronic

A custom manufacturer of electronics. Their manufacturing of RIM products is coming off contract so it has risks to it but it is also extremely cheap. Recently announced a share buyback. Feels that management realizes that if they can shrink capitalization, returns will improve.

electrical/electronic
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$7.490
Owned Owned
No

PAST TOP PICK
Celestica Inc(CLS-T) 

November 28, 2012

(A Top Pick April 23/12. Down 12.08%.) Got stopped out at $8.18 at a loss of 2.2%.

electrical/electronic

(A Top Pick April 23/12. Down 12.08%.) Got stopped out at $8.18 at a loss of 2.2%.

electrical/electronic
Ron Meisels

President, P & C Holdings...

PricePrice
$7.430
Owned Owned
No

DON'T BUY
Celestica Inc(CLS-T) 

November 9, 2012

They lost a contract recently and another a while back.  They are doing buy backs but he wishes they would give a dividend instead.  Just a blue blood company.  A lot of the board are overpaid.  A lot of business was RIM-based.  Loosing this really hurts.  When he filters again, this one might come up.

electrical/electronic

They lost a contract recently and another a while back.  They are doing buy backs but he wishes they would give a dividend instead.  Just a blue blood company.  A lot of the board are overpaid.  A lot of business was RIM-based.  Loosing this really hurts.  When he filters again, this one might come up.

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$7.240
Owned Owned
No

TOP PICK
Celestica Inc(CLS-T) 

September 28, 2012

Strong balance sheet. Research in Motion (RIM-T) was their largest client and will be stopped in the next quarter or so. It was a lower margin business with them. Thinks it has been oversold. Stock is $7 and they have $2.90 in cash per share. Analysts expect them to earn $.88 this year so if you strip out the cash, the stock is trading at about 4.5X earnings. Thinks you’ll be able to see $10.

electrical/electronic

Strong balance sheet. Research in Motion (RIM-T) was their largest client and will be stopped in the next quarter or so. It was a lower margin business with them. Thinks it has been oversold. Stock is $7 and they have $2.90 in cash per share. Analysts expect them to earn $.88 this year so if you strip out the cash, the stock is trading at about 4.5X earnings. Thinks you’ll be able to see $10.

electrical/electronic
Peter Imhof

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

PricePrice
$7.030
Owned Owned
Yes

BUY
Celestica Inc(CLS-T) 

August 29, 2012

Well managed company. Overhang from Research in Motion (RIM-T) business has disappeared. It was 19% of their business and they were carrying a lot of inventory for them. Much more diversified than it used to be. Looking at defence, consumer electronics and it’s got servers. Growth rate will not be dramatic. Have some capacity to develop now that RIM is gone which he expects will have a slight effect on margins. Potential for some significant margin improvement. Really cheap compared to the other EMS manufacturers.

electrical/electronic

Well managed company. Overhang from Research in Motion (RIM-T) business has disappeared. It was 19% of their business and they were carrying a lot of inventory for them. Much more diversified than it used to be. Looking at defence, consumer electronics and it’s got servers. Growth rate will not be dramatic. Have some capacity to develop now that RIM is gone which he expects will have a slight effect on margins. Potential for some significant margin improvement. Really cheap compared to the other EMS manufacturers.

electrical/electronic
Ian Ainsworth

Vice President, Investments, MacKenzie Financial ...

PricePrice
$7.740
Owned Owned
Unknown

TOP PICK
Celestica Inc(CLS-T) 

April 23, 2012

Has been building a huge base since 2004 and he believes it is on the verge of starting an up leg.
electrical/electronic
Has been building a huge base since 2004 and he believes it is on the verge of starting an up leg.
electrical/electronic
Ron Meisels

President, P & C Holdings...

PricePrice
$8.360
Owned Owned
Yes

COMMENT
Celestica Inc(CLS-T) 

October 12, 2011

Thinks of it as a manufacturer rather than a text company. Doesn’t have a lot of R & D and there are a lot of players. Margins are very thin. Well run and global but is going to be cyclical. Big risk if they lose a client. Stock should perform with technology where you are seeing a bottoming of some of the semi-conductor stocks.
electrical/electronic
Thinks of it as a manufacturer rather than a text company. Doesn’t have a lot of R & D and there are a lot of players. Margins are very thin. Well run and global but is going to be cyclical. Big risk if they lose a client. Stock should perform with technology where you are seeing a bottoming of some of the semi-conductor stocks.
electrical/electronic
Ian Ainsworth

Vice President, Investments, MacKenzie Financial ...

PricePrice
$8.540
Owned Owned
Unknown

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