Sanmina-SCI Corp. (SANM)

All Comments on SANM

  • commenter
    Aug 13 07:21 PM
    My Website
    Nine Stocks Selling Under $3 a Share [view article]
    walgreens is buying RITE AID Reply
  • commenter
    Aug 04 08:22 PM
    Nine Stocks Selling Under $3 a Share [view article]
    Good point Gamesix. More than half of COMS's total assets are intangibles!

    Tip: Institutional investors don't look at Book Value...for good reason!...only MBA schools do :)
    Reply
  • commenter
    Aug 04 04:58 PM
    My Website
    Nine Stocks Selling Under $3 a Share [view article]
    Things will be challenging at CDE for quite some time. Palmarejo is the key to unlocking value but there is about a 1-in-100 chance that initial results will live up to the hype. In other words, there should be plenty of opportunity in the months ahead to buy CDE at fire sale prices. Once Palmarejo is a stable producer and the stock is over $3.50, I'd consider that a safe buy zone. Between now and then, this is a trading stock. Reply
  • commenter
    Aug 04 09:10 AM
    Nine Stocks Selling Under $3 a Share [view article]
    CDE is way undervalued in just about any measure of evaluation. In 2-3 years is an easy tripple bagger. Reply
  • commenter
    Aug 04 08:15 AM
    Nine Stocks Selling Under $3 a Share [view article]
    CDE reports Friday - we will see if it is under three dollars for long.......... Reply
  • commenter
    Aug 03 04:46 PM
    Nine Stocks Selling Under $3 a Share [view article]
    ... down a dollar, but could go up three. They are reputable companies which are good for the speculative accounts. Such companies are most likely to appreciate by the end of January of 2009. Reply
  • commenter
    Aug 03 02:32 PM
    My Website
    Nine Stocks Selling Under $3 a Share [view article]
    NAPS missed by you how come? it's buyout target trading below cash in my own opinion Reply
  • commenter
    Aug 03 02:07 PM
    Nine Stocks Selling Under $3 a Share [view article]
    Book Value can be very deceiving in measuring value. It includes intangible assets(like goodwill) that are worthless were the company to go under.

    Try tangible net worth and see how some of the above then appear.

    Once upon a time I held shares in an outfit known as Boston Chicken aka Boston Market. It's price to book was .10 before it went chapter 11.

    The shareholders got nada.

    Things are not always what they appear to be.
    Reply
  • commenter
    Aug 03 10:08 AM
    Nine Stocks Selling Under $3 a Share [view article]
    This is an article? I don't think so. Reply
  • commenter
    Jul 25 04:32 PM
    My Website
    Sanmina-SCI: A Bargain at Current Prices [view article]
    huge call my man Reply
  • commenter
    Jul 21 12:21 PM
    Sanmina-SCI: A Bargain at Current Prices [view article]
    "8 times earnings"? I'm sorry to be blunt, but that's rubbish. Sanmina hasn't any earnings - it made a loss in the most recently reported quarter. Its guidance for 3rd quarter is a "non-GAAP" earnings of 5 cents/share, but what does that mean, exactly? I know what GAAP net income is. I don't know what "non-GAAP" earnings are. GAAP are there for a reason. If it's not GAAP, it's nonsense. "non-GAAP" earnings for the MRQ were also positive, and GAAP net income was negative, i.e. a loss not a profit. Reply
  • commenter
    Jul 18 12:26 AM
    My Website
    Sanmina-SCI: A Bargain at Current Prices [view article]
    real nice alert Reply
  • commenter
    Jul 16 10:13 AM
    Sanmina-SCI: A Bargain at Current Prices [view article]
    Overpromising, underdelivering may be true, but isn't that now baked in, at a paltry share price of $1.10?

    But, how can you refute cash $1.63 and stock price $1.10 in a "cash is king" world ?
    Reply
  • commenter
    Jul 16 08:27 AM
    Sanmina-SCI: A Bargain at Current Prices [view article]
    Agree with TechSavy in general. The Board's decision to bring on Bronson to stop the bleeding was a good one, but not enough and not soon enough. SANM's problems are centered around a total failure in the operational management. Fixing the financials helps, but CEO, Pres Global EMS Ops and EVP Worldwide Sales & Mktg are responsible for dumping 90% of the company's value... Reply
  • commenter
    Jul 15 12:12 PM
    Sanmina-SCI: A Bargain at Current Prices [view article]
    How do you know there is a 90% chance on that contract? What are your comps that allow you to get to 25% preimum to where it trades today? A little support data might help instead of just your general specualtion. SANM also may trade where it does given managements penchant for always overpromising / underdelivering, not to mention back dating issues......... Reply

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