Q: Peter and His Wonder Team
Thank you for your past analysis of these two separate companies. I now have another dilemma. FLEX has just had a great quarter and the stock has hit a new 52 week high of $18.01. TD has a TP of $21.00...so all looks good. On the other hand CLS just had a miss and weaker guidance...being punished today...at $13 plus. You have said the story is still intact and they should improve. So... on the one hand I have FLEX which I think I could call a value play vs CLS which I will call at this point a more contrarian play. So in light of there fundamentals going forward which company has great appreciation? In other words is it too late to buy FLEX...better value with CLS in the long run?
Thanks for your opinion...
Dr.Ernest Rivait
Thank you for your past analysis of these two separate companies. I now have another dilemma. FLEX has just had a great quarter and the stock has hit a new 52 week high of $18.01. TD has a TP of $21.00...so all looks good. On the other hand CLS just had a miss and weaker guidance...being punished today...at $13 plus. You have said the story is still intact and they should improve. So... on the one hand I have FLEX which I think I could call a value play vs CLS which I will call at this point a more contrarian play. So in light of there fundamentals going forward which company has great appreciation? In other words is it too late to buy FLEX...better value with CLS in the long run?
Thanks for your opinion...
Dr.Ernest Rivait