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  5. CLS: Which of these 4 would you recommend for a 3 to 5 year hold and could you recommend order to buy and a comment on all? [Celestica Inc.]
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Investment Q&A

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Q: Which of these 4 would you recommend for a 3 to 5 year hold and could you recommend order to buy and a comment on all? And perhaps an entry price level. Thanx.
Asked by Steve on May 23, 2024
5i Research Answer:

We have comments on these in the Q&A so we will be brief so as to not double-up.

We would be comfortable owning any of these. Buying could be in this order: CLS $72, DSG $132, GIB.A $140, KXS $150

DSG continues to execute very well and we consider it extremely 'reliable'. For this reason it is not cheap.

GIB.A is cheap and has a huge backlog to provide revenue visibility.

CLS is moving with its AI connection and has really improved its fundamentals and growth rate. We used to hate this one but now it looks very good and is still cheap on valuation. 

KXS is frustrating, but has lots of cash and a good outlook.