Q: You recently answered several questions about NXT. This led me to consider FLEX as an investment. What are your thoughts on FLEX? According to the company profile, FLEX pays a 23.169% dividend once a year. Is this correct? Would you still prefer NXT over FLEX? Thank you
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Flex Ltd. (FLEX)
- Topicus.com Inc. (TOI)
- Nextracker Inc. (NXT)
- Pacer US Small Cap Cash Cows 100 ETF (CALF)
Q: Good Day,
I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.
Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.
Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?
For LMN and TOI, same questions.
I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.
Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.
Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?
For LMN and TOI, same questions.
Q: I own Real Matters (REAL), Topicus.com (TOI.v) and Flex Ltd. (FLEX) within a larger portfolio. I would like to sell two of these 3 companies. Which of the 3 has the best growth potential and would be the best candidate to add the proceeds of the sale to?
Thank you
Frank
Thank you
Frank
Q: Peter and His Wonder Team
Flex just reported Quarterly results. Please give me your opinion. Thanks!
Flex just reported Quarterly results. Please give me your opinion. Thanks!
Q: Hello,
Could you please comments on FLEX latest earning, outlook and valuation. Is it a buy? Do you recommend this stock over CLS?
Thanks
Victor
Could you please comments on FLEX latest earning, outlook and valuation. Is it a buy? Do you recommend this stock over CLS?
Thanks
Victor
Q: Peter and His Wonder Team
Quarterly miss, CEO resigning and lower guidance...is the 33% drop justified. Your comments please and assessment of this stock please!
Quarterly miss, CEO resigning and lower guidance...is the 33% drop justified. Your comments please and assessment of this stock please!
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
Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait
Q: Peter and His Wonder Team
I thought there Quarterly Report was strong however I see they are 4.5% down in after hours trading. Please give me your opinion about the report in relation to there future. Was the market expecting more, profit taking or is the stock over valued...your thoughts please!
Always great to know that the 5i Team is there when you need them!
Respectfully...
Dr. ErnestRivait
I thought there Quarterly Report was strong however I see they are 4.5% down in after hours trading. Please give me your opinion about the report in relation to there future. Was the market expecting more, profit taking or is the stock over valued...your thoughts please!
Always great to know that the 5i Team is there when you need them!
Respectfully...
Dr. ErnestRivait
Q: I have good gains in two US positions. One is GSE systems (GVP) (3.7% of total portfolio)and the other is Flextronics (5%).
Both up over 100%. Is it time to trim these, sell, or wait till January for tax purposes.
I appreciate your guidance.
Both up over 100%. Is it time to trim these, sell, or wait till January for tax purposes.
I appreciate your guidance.
Q: Peter and His Wonder Team
I know this is an american company but I thought you might have a general perspective.I see it is hitting a new high today...why do you think? Would you consider it a buy, sell or hold at this price?
Thanks for bending the rules and commenting on a USA stock.
Dr.Ernest Rivait
I know this is an american company but I thought you might have a general perspective.I see it is hitting a new high today...why do you think? Would you consider it a buy, sell or hold at this price?
Thanks for bending the rules and commenting on a USA stock.
Dr.Ernest Rivait