You say, "On a forward price to sales basis CLS is still at a significant discount to FLEX". This is true, CLS has a PSR of about .6 or so, FLEX is about 1.23. Perhaps this is because the market values FLEX more than CLS, as Paul has been suggesting. Or perhaps it is a buying opportunity for CLS, as you have suggested. Whatever.
But so far, this thread has been one of the least acrimonious of any thread that I follow. Paul has consistently provided us with his thoughts in a lucid, interesting and courteous way, as have Rich, 18, Patroller and others. We would all appreciate it if you would please try to keep the tone of your posts in this spirit. Take your personal vendettas to PMs, if you feel you must waste your time with such things. We aren't interested, and you come off looking far more "pompous" than Paul ever has or, IMO, would. And we don't "blindly" accept what Paul says, but, yes, his opinion matters to many us who read the thread. Far more than yours will if you keep the same tone as your past few posts. |
