Electronic Contract Manufacture (ECM) Sector Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: patroller who wrote (1411)	4/21/1998 3:51:00 PM
From: 18acastra	Read Replies (3) of 2542

Wow...will keep buying JBIL and shorting SLR all day long at these multiple spreads (and holding Flextronics shares for continued upside). It is fascinating how Wall Street loves to glom on to what is working as opposed to what is extraordinarily undervalued, but takes some patience. Eventually, people will recognize that things over at Jabil are back on track over the short term and that the long-term story in intact as they continue to win significant new customers and grow in what is a fundamentally good industry. JBIl will then get its historic premium multiple to SLR due to its higher growth rate and ROE. My opinion.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next