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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (637)3/3/1999 1:14:00 PM
From: chaz  Read Replies (1) of 54805
 
Gotcha, and thanks. I'm currently doing some investigation of a category not mentioned thus far....contract manufacturing....aka: outsourcing. Jabil (JBL), Sanmina (SANM), SCI Systems (SCI), and Selectron (SLR) are the biggies. It's highly cylical, not particularly profitable, nets in the low double or high single digits, big companies have a world-wide presence, and if watched by day and night, there are some incredible fast-paced hits and runs to be executed. No nominations at present.
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