The big issue for CLS is the poor margins and ROE and ROA.
If you have reason to believe these will improve, then post your analysis and reasons, and forecast what the improved numbers will be. I don't have time to do this analysis at this time. If your reasons and forecast looks interesting, then I might be more interested in delving deeper into Celestica. In cases where these metrics are going to improve greatly, there is a possibility of a outsized investment return.
Sorry to be short with you in the earlier post, but the trailing twelve month revenues is a poor way to analyze value in this sector. I was trying to steer you to some more meaningful metrics. For example, Jabil just reported over 30% ROE and 13% ROA for the latest quarter. Of course the most useful info, would be the forward looking revenue and earnings growth due to new business and acquisitions, if that was possible. Not having that info outright, some companies just attract my attention because their forward growth is more visible to me than others.
My petulance was really aimed at Darkgreen, who often resorts to name calling and personal attacks on the threads, and rarely contributes any meaningful analysis or information for participants. Every time I tangle with him, I end up doing hours of research and analysis, and he just sits there and throws stones at me. I put off responding to you for a week, just because I knew any response I made, would set him off. Eventually though, I thought I should say something, since IMO you were looking at the wrong valuation metrics.
Paul |
