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  • Contract Electronics Manufacturing: Tough Place to Make Money [View article]
    But overcapacity and profits below the cost of capital should lead to consolidation in the medium term, and when that happens margins should rise.

    Wouldn't you want to buy these stocks when things look bad, not when margins are widening?

    Full disclosure: no position in any the stocks mentioned.
    May 15 18:11 pm |Rating: 0 0 |Link to Comment
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