Flextronic International (FLEX-Q)

$18 is his sell target. He might only sell part of it. They are buying back a lot of shares. They put more money aside to buy even more shares. It is only a hold for him because it has less than 100% upside. They changed their name to Flex Limited. They are very diversified.

He would not sell winners. Let them run and sell losing positions. It is reasonable and they hit all metrics. 8 times earrings so valuation is pretty good. It also has good price momentum.

The model price is $18.62, it has a 44% upside. It will probably get to EBV+4. Sell at $14.50 and buy at $11.56.

(Top Pick Mar 17/15, Down 5.69%) It came down, although not relative to the market. If you take the dollar into account it did okay.

(A Top Pick March 17/15. Down 17.57%.) The last year has been really, really tough on value managers, so buying cheap hasn’t necessarily meant that stocks hold up the way that they once did.

Still likes the company. Their last quarter wasn’t very good. Doesn’t pay a dividend. Have a great balance sheet. Bought back so many shares over the past few years, it has gone way down. Once they start to show good earnings, the earnings per share could go up quite a bit. He can see this going to the high teens or low $20s.

Still likes it. He is up nicely, but over a very long time. He is happy to hold it. They are doing good things, although he was not excited by them going to the market for debt.

Just reported recently and they were not that good. The next 3 months will probably be a little spotty. He still likes the company. It has been a great turnaround story since the recession. They’ve pared down their debt load.

(Top Pick Apr 4/14, Up 33.26%) Still likes it a lot. Recent results were good. Revenue and income are going up. They are buying back a ton of shares. Great comeback from the recession when they were losing money. They could get taken over.

He likes the high tech area of the US market. He doesn’t want to chase biotechs. Their earnings are going up and fair market values are big so the stocks look attractive. You might want to hold on while it runs up against a breakout point of $12.50. If it gets above it then it is gone for a nice move.

(A Top Pick Jan 8/14. Up 51.69%.) They seem to be moving in the right directions. One of the major things they have done is to buy back a lot of shares. He would prefer that they pump some of that money into dividends. They are making money. One of the insiders just bought 5 million shares.

(A Top Pick Jan 8/14. Up 45.37%.) Still likes this and his target price is over $18. He thinks they are gaining momentum. Cash flow is great. 4 years ago they had over 18 million shares and are now down to about 16 million, because of buyback. Thinks this could gather more momentum. He has held this since 2006. This is one that could finally gather momentum.

Thinks it still has 60-70% upside from here. The debt load is reasonable and they are making money. There could be some momentum players when the stock gets over $10.

Thinks this has a lot of upside. Very, very diversified. Into software, hardware and aeronautics. A tremendous company. The balance sheet is very reasonable. Revenues have been going up. Recently instituted a dividend, and when a company does this, usually for the next few years that company does better than the stock markets. His target price is $18+.

Feels they might be finally having a breakout. Revenues have climbed dramatically and are over $7 billion. Have recovered since they lost the huge contract of Research in Motion. In the 1^st three quarters of the year, they bought back about $363 million of shares. Has a sell target of $18.74.