PRINCETON, N.J., June 28 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published its updated State of Tech report covering the EMS (or contract manufacturing) sector. In this report you'll find detailed fundamental analysis of the sector as well as actionable commentary on companies including Flextronics (Nasdaq: FLEX), Benchmark Electronics (NYSE: BHE), Celestica (NYSE: CLS), Jabil Circuit (NYSE: JBL) and Sanmina-SCI (Nasdaq: SANM).
Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. After logging a very successful 2009 that included suggesting his readers buy a number of stocks that subsequently posted gains of 100% to 400%, he advised readers on May 3rd that the markets were heading for a correction. As many investors are painfully aware, McWilliams was right again.
Now that the major indexes have fallen more than the ten percent required to classify the drop as a "correction," McWilliams has outlined what he views as the real risks and advised Next Inning readers how he thinks things will play out during the balance of 2010.
Trial subscribers will receive the Next Inning Summer Strategy Review, and freshly published 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 and actionable alerts. To take advantage of this offer and receive these reports for free, please visit the following link:
McWilliams covers these topics and more in his recent reports:
-- McWilliams advised readers to buy Flextronics in November 2008 when it dipped to $1.50; it has since advanced more than 300%. Does McWilliams think there is more in store for Flextronics investors or does he think it's time to take some profits? Why does McWilliams view Flextronics as a "strategic" investment and which two other companies from the EMS sector does he see as ideal stocks to pair with an investment in Flextronics? What is McWilliams' fair-value target for Flextronics and when does he think it will be realized?
-- The price of Sanmina has moved up 346% since McWilliams suggested it was a good stock for speculative investors to buy in the spring of 2009. Following this, he suggested that Sanmina investors hedge risks in April by selling July $17.50 covered calls for the then current price of $1.70. Now that the price of those calls has dropped to about $0.20, does McWilliams think investors should buy cover for the short call contracts and book the profit? What has driven the turnaround story at Sanmina? Why has McWilliams lowered his risk assessment for Sanmina and what does he see as a "fair-value" price for the stock?
-- Why does McWilliams think Wall Street should value Benchmark's balance sheet at $13.60 per fully diluted share versus the classic net cash value of $6.97? What two weaknesses did McWilliams see in Benchmark's calendar Q1 report that he thinks investors need to monitor carefully going forward? What does he see as a "fair-value" target for Benchmark?
-- The price of Celestica is up 81% since McWilliams advised Next Inning readers that he thought it was a good speculative investment. What is the number one factor behind the turnaround success at Celestica? What specific improvements has Celestica's new operating model produced? What unique company-specific risk does McWilliams think Celestica investors should monitor going forward?
-- Jabil's stock price pulled back after an initial pop following the company's recent blow-out quarterly report. Has this action created a buying opportunity? Based on McWilliams' valuation and balance sheet analysis, could Jabil be worth close to double its current price?
Founded in September 2002, Next Inning's model portfolio has returned 237% since its inception versus 19% 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.
CONTACT: Marcia Martin, Next Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC