PRINCETON, N.J., Sept. 27 /PRNewswire/ -- Next Inning Technology
Research (http://www.nextinning.com), an online investment
newsletter focused on semiconductor and technology stocks, has
published quarterly State of Tech Report covering the EMS
(Electronic Manufacturing Services) Sector. Included in this
report are updated outlooks for Sanmina-SCI Corp (Nasdaq: SANM),
Benchmark Electronics (NYSE: BHE), Celestica (NYSE: CLS), and
Flextronics International (Nasdaq: FLEX) as well as our preview of
what to expect from Jabil's (NYSE: JBL) quarterly report that is
scheduled for release after the close on September 27th.
Editor Paul McWilliams has
displayed uncanny accuracy in identifying winners and losers during
this challenging and historic period for the markets. After calling
the rally that started in March 2009
to the day and providing Next Inning readers with buy
recommendations that in some cases returned in excess of 400%, he
advised readers on May 3, 2010 that
the markets were heading for a correction. By the end of the
day, the correction started.
In his June 7th Strategy Review,
McWilliams advised readers we would see stocks rally in July, but
that the rally would be followed by another selloff in August. As
we know now, both events materialized as predicted. On
August 30th, Next Inning published
McWilliams' Fall Strategy Review that outlines what he expects from
the markets during the coming three months and naming five stocks
he thinks will hit new highs before the close of the year.
Investors are invited to read McWilliams' market insights
with no obligation during a 21-day risk-free trial.
Trial subscribers will receive the Next Inning Fall Strategy
Review and highly acclaimed State of Tech reports that offer
in-depth, sector-by-sector coverage of over 65 leading tech
companies and specific guidance on which stocks he thinks investors
should own and which should be avoided. These reports, as
well as McWilliams' regular commentary and detailed earnings
previews, are available for free to trial subscribers.
In addition, subscribers will have access to McWilliams' daily
commentary, actionable alerts and his special "Paradigm Paper" that
outlines his long-term view for the EMS sector. To take
advantage of this offer and receive these reports for free, please
visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1096
McWilliams covers these topics and more in his State of Tech
report for the EMS sector:
- On August 31st, when Jabil was
trading for only $10.25, McWilliams
advised Next Inning readers the price was unrealistically low and
it was time to buy. During the four weeks that followed, the
price of Jabil has moved up 35%. Why does McWilliams think
the price of Jabil was unrealistically depressed and what does he
expect from the company when it reports results for its August
ending quarter? What does he see as a fair valuation for
Jabil and how much upside potential does that represent?
- The price of Sanmina is up an astounding 432% since McWilliams
advised Next Inning readers to buy the stock in March 2009. He reiterated his opinion last
December and, since then, Sanmina is the only stock out of the
largest EMS sector stocks to post a gain. What led McWilliams
to reverse his bearish stance on Sanmina in March and to restate
his bullish view last December? What does he see for Sanmina
going forward and what does he cite as the major risks that
investors should monitor?
- Benchmark is down 14% year-to-date. Is this due to the
fact Wall Street is factoring too much risk into the equation or
are there valid company-specific issues that have caused Wall
Street to shy away from the stock? Are there reasons to
believe Benchmark will reverse the declines the company has seen
from its customers in the medical and computing sectors?
Where is Benchmark doing well? Is Wall Street ignoring
the value of Benchmark's balance sheet at its own peril? What
would be a fair price for Benchmark's stock if its balance sheet
was given fair recognition?
- Celestica is up 67% since McWilliams suggested that Next Inning
readers consider it as a good speculative investment. What
caused him to change his tune on Celestica? As opposed to
most other companies in the EMS sector, Celestica holds a balance
sheet with a positive net cash value. If Wall Street were to
take this into consideration and view Celestica as the company it
has become under CEO Craig
Muhlhauser's leadership, at what price might its stock
trade?
- In November 2008 when the price
of Flextronics fell to $1.50,
McWilliams advised Next Inning readers that Wall Street was
applying unrealistic risks to its leveraged balance sheet and noted
that it would be no problem for the company to keep pace with its
debt obligations. Since then the company has paid off all
outstanding debt due through 2010 and the stock has advanced
roughly 300%. What does McWilliams see ahead for Flextronics
and what does he think the company will need to accomplish to push
the stock price into double-digits?
Founded in September 2002, Next
Inning's model portfolio has returned 285% since its inception
versus 25% for the S&P 500. Year-to-date, the portfolio is up
16% versus only 3% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that
provides regular coverage on more than 150 technology and
semiconductor stocks. Subscribers receive intra-day analysis,
commentary and recommendations, as well as access to monthly
semiconductor sales analysis, regular Special Reports, and the Next
Inning model portfolio. Editor Paul
McWilliams is a 30+ year semiconductor 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.
SOURCE Indie Research Advisors, LLC
Copyright . 27 PR Newswire