Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: Rick Kraus who wrote (2287)	3/15/2000 11:18:00 PM
From: kolo55	Read Replies (3) of 2542

Flipped out of SLR to JBL yesterday and today. Moved from SLR into half the number of JBL shares, yesterday and today. This completes my third round trip into SLR in the last several weeks... First, was good for 7 points pre-split, next was good for 15 points pre-split relative to JBL. On the last trip picked up 120k SLR from 34 down to 28 3/8, and exited in the 42-45 range, for a pick-up of about 12 points post-split. Jabil is set to report earnings tomorrow night, with over a 20% sequential rise in revenues from last Q. By my value analysis, JBL should trade around 95, compared to SLR at 42. And SLR valuation is reasonable compared to the rest of the sector. I won't continue to post every flip and turn like recently, because the thread regulars recognize what I am doing, and why. This strategy has outperformed any buy and hold strategy on a single stock in the sector, even considering taxes, and especially in an IRA. What did Mr. Pinez get as a sentence? I remember the CTN fraud quite clearly... One year the best performing stock on the NYSE goes to a penny BB stock the next year. And we called it on this thread. Paul

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