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Next Inning Technology Announces Investment Opinion: Publishes State of Tech Report Updating Outlooks for Flextronics, Celestica, Benchmark Electronics, Jabil Circuit, Sanmina-SCI
Business Wire, March 28, 2008
PRINCETON, N.J. -- Next Inning Technology Research (http://www.nextinning.com), a subscription service focused on semiconductor and technology stocks, announced it has published its State of Tech report updating outlooks for Flextronics (Nasdaq: FLEX), Celestica (NYSE: CLS), Benchmark Electronics (NYSE: BHE), Jabil Circuit (NYSE: JBL), and Sanmina-SCI (Nasdaq: SANM).
Without a doubt, 2008 has been a challenging year for investors. However, with challenge comes opportunity. Some analysts say that tech stocks are bad and others say they are good. Editor Paul McWilliams says there are tech stocks fitting both categories. In his reports, he provides the insight investors need to pick the winners and avoid the losers:
https://www.nextinning.com/subscribe/index.php?refer=bw647
In his State of Tech report, McWilliams wrote: "When we look at the stock prices for the companies in our EMS State of Tech report we can see that as a group they dropped by over 20% from mid-September through mid-December while the aggregate decline for our State of Tech index as a whole was only 5%. However, from mid-December 2007 through mid-March 2008, the value of our EMS index declined only 10.7% while the aggregate decline for all of our State of Tech companies was 21.4%. This tells us that Wall Street evidently agreed with the risks I outlined in the September 2007 State of Tech report and, as a result, sold off the EMS sector early..."
McWilliams also looks at these topics:
-- After taking a bearish view of the EMS sector in 2007, why has McWilliams reversed his position on the sector? Which firms offer the best exposure to the potentially positive trends in EMS?
-- Does McWilliams believe that Flextronics investors will benefit from the company's recent acquisition of Solectron?
-- Why might Jabil and Benchmark interest speculative investors looking for exposure to the EMS sector?
-- After recommending that subscribers consider Celestica when it was trading in the $5s in December, does McWilliams recommend that investors take advantage of recent gains to take profits?
-- After divesting its PC business, is Sanmina worth investor consideration?
Founded in September 2002, Next Inning's model portfolio has returned 210% since its inception versus 78% for the Nasdaq.
About Next Inning:
Next Inning is a subscription financial newsletter focused on technology stocks. Editor Paul McWilliams is a 20+-year industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
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