Bullboard - Stock Discussion Forum Celestica Inc CLS

Primary Symbol: T.CLS

Technology

Celestica Inc. is engaged in designing, manufacturing, hardware platform and supply chain solutions. The Company operates in two segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The ATS segment consists of its ATS end market and is comprised of its Aerospace & Defense (A&D), Industrial, HealthTech, and Capital Equipment businesses. Its Capital Equipment... see more

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Celestica Inc > Stockchase Insights

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Post by retiredcf on Jun 20, 2024 6:53am

Stockchase Insights

PARTIAL BUY

Celestica Inc(CLS-T)

19/06/2024

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

CLS is nearing a 7% position in our growth model portfolio, and with other names also running higher in the model portfolio, its position size can shrink. We continue to like its momentum and our strategy has been to let it run so far. Forward growth is still expected to be high due to demand from the hyperscalers, and we see this demand lasting for another 12-18 months or so, at least. Position sizing is personal, but for now we have let it run its course in the model portfolio.

Electrical / Electronic

$81.970