Sanmina: How Watching Guidance Lead To This Profitable Trade
- Tracking management guidance and conference calls can give you hints of what is to come.
- Sanmina's quarterly performance was improving and management was optimistic about 2014.
- Management's credible historical guidance convinced me that the market would like 2Q14 results.
- This is a simple yet powerful example of a plain analysis that can be applied to other similar opportunities.
Sanmina-SCI: A Speculative Stock for Option Writers
Jul. 12, 2011, 12:49 PMFollowing a report that Cisco (CSCO) is looking to sell its set-top box plant, Ticonderoga Securities speculates potential buyers include contract manufacturers Flextronics (FLEX), Jabil Circuit (JBL), and Sanmina-SCI (SANM). During its FQ3 earnings call, Cisco referred to set-top boxes as a business that's "under pressure." | Comment!
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