For investors with a long-term horizon, CLS provides leverage to critical technology growth trends as a strategic design and manufacturing partner to industry leaders. The company's inexpensive valuation and improving margin profile make the risk/reward attractive at current levels. ENTRY: $20.50 TARGET: $31
I have a position but it’s not as big as I’d like it to be. As I mentioned in the article above I am still doing due diligence, I’ll be updating the article over the next week with info and a bear case.
I have a position but it’s not as big as I’d like it to be. As I mentioned in the article above I am still doing due diligence, I’ll be updating the article over the next week with info and a bear case.
I just couldn’t sit on it as it rallied so much.
Now its at $330, crazy looking back at the target of $31.
Great write up and opportunity
Just curious, how much time did you spend on this research and how much do you spend generally when researching a single stock
It depends on how much I already know about the industry. This one took about 5 days. Sometimes I’ll spend weeks.
Just curious, do you currently have a position in CLS? Or waiting for a pullback as well 🙏🏻
Over 35% increase in 5 days and 100% YTD. I’ll definitely need to see a pull back.
Sure , I understand that.
At the same time, does it matter if the fundamentals are good?
I first bought SMCI on 08/05/22. It had had a 44% gain in the past 18 days. The fundamentals were good though.
I'm not saying you shouldn't wait for a pullback, I'm saying that sometimes it's rare a really good investment opportunity gives you one.
Luckily, there's the Onex share conversion which may result in one. I hope you get it!
One has already completed the conversion in June. I find from the news in Futu app. Is it correct?