The time to be wary of high fliers is exactly when they
are flying high and seemingly defying the financial laws
of gravity. The time to embrace them, given that the
fundamental business model is still intact, which I
believe is true in Jabil's case, is after they've been
trashed, nobody wants them, and there's seems to be
little "bounce" to the stock. So, Jeff, I respectfully
disagree, and say this is the time to be accumulating
stock in this company. Now I don't exactly when, but
I predict at some point this year, this stock will hit,
$45. Those who buy now, can set this as their target,
sell out and lock in their gains when this stock does
reach that point, and make 50% on their investment.
Those who pass on this company now make the same mistake
as those investor's about 2 years ago when Jabil lost
Quantum's business, and underestimated the resiliency
the resourcefulness of this company's management.
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