Hey Patroller,
Well, that's assuming that Jabil's margins are the same as Cisco and HWP's margins, which I don't think is the case, especially on things like printer cartridges, but still I take your point, thanks for pep talk. I have to say, though, that I had to sell a little of Jabil and Flex a couple of months ago, the market just got too crazy for me, I was going away on a 3 week vacation where I wouldn't be able to be in touch, and felt like I had to raise some cash, so I sold mostly some of my big winners (along with a loser or two to balance), including those two--for which I have to say again, I am indebted to you and a few others on these ECM threads for convincing me to buy last year. It helped turn what would have otherwise been a fairly dismal flat to down year at best into a pretty good one.
However, I am maintaining a small core position in each, and will be back in at some point in the next few months, I would guess, unless some of the other stocks I follow start selling at or below cash value again like they did last year in which case I would have no choice but to buy them instead.
Best wishes,
Sam |
