JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Article contentTake a look at those lists of the world’s richest people. Sure, there are always some real estate moguls listed. But the majority of the world’s super rich got that way by owning equities, typically in extreme concentrations of their own company. But lesser, normal people can still get wealthy in the market by consistent investing and compounding over many years or decades. Investors can also do very well in shorter time periods. While some investors might look to “lottery ticket” type of sto ...

公司业绩表现 - 公司股价自上次覆盖以来上涨64% [1] - 销售额从2021年56亿美元增长至2024年96亿美元 [1] - 2025年指引销售额进一步上升至115.5亿美元 [1] 投资方法论 - 重点关注具有2-3倍上行潜力的不对称机会 [1] - 采用4-5年投资周期以规避短期波动 [1] - 投资组合构建包含核心仓位(50-70%)、成长型押注(20-40%)和投机性配置(5-10%) [1] 公司竞争优势 - 拥有强大的技术护城河和先发优势 [1] - 具备驱动指数级增长的网络效应 [1] - 在高增长行业实现市场渗透 [1] 管理层与财务健康 - 管理层具备扩展业务的可靠履历 [1] - 实施明智的资本配置并保持内部人持股 [1] - 维持可持续收入增长和高效现金流 [1] - 保持强劲资产负债表和长期生存能力 [1] 估值分析 - 采用收入倍数对标同业和DCF建模进行估值 [1] - 分析机构支持度和市场情绪 [1] - 追求下行保护与巨大上行空间并存 [1]

Celestica's Inc. (NYSE: CLS ) rally seems justified and following my last coverage is up 64%. Sales are rising from $5.6 billion in 2021 to $9.6 billion in 2024, with the 2025 guide rising to $11.55 billionHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investmen ...

Celestica (CLS) closed the most recent trading day at $257.64, moving +1.12% from the previous trading session. This change outpaced the S&P 500's 0.55% loss on the day. Meanwhile, the Dow lost 0.19%, and the Nasdaq, a tech-heavy index, lost 0.95%. The electronics manufacturing services company's shares have seen an increase of 32.08% over the last month, surpassing the Computer and Technology sector's gain of 9.88% and the S&P 500's gain of 3.64%.The investment community will be paying close attention to t ...

Key Takeaways Celestica leverages its AI-focused portfolio to drive healthy revenue growth.New SC6100 and DS4100 products target high-performance enterprise workloads.CLS stock has surged 409.7% in a year, far outpacing its industry's 141.6% growth.Celestica Inc. (CLS) boasts a diverse portfolio of products that are integral to AI (artificial intelligence) applications. With more than 25 years of experience in manufacturing backed by a simplified and optimized global network, it is committed to delivering n ...

Key Points The massive global AI data center buildout is driving Celestica's business performance and stock price. The company has "good corporate DNA" -- it's a spinout of IBM. Customers include the top five hyperscalers, generally considered to be Amazon, Microsoft, Alphabet, Meta Platforms, and likely Apple. 10 stocks we like better than Celestica › There is great reason to invest in artificial intelligence (AI) stocks. The global AI market will soar from $189 billion in 2023 to $4.8 trillion ...

High-rolling investors have positioned themselves bullish on Celestica CLS, and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in CLS often signals that someone has privileged information.Today, Benzinga's options scanner spotted 11 options trades for Celestica. This is not a typical pattern.The sentiment among these major tra ...

These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Celestica Leads Industry 9/19/2025Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip... 9/19/2025Among the best stocks in earnings performance, Broadcom boasts a... Take a Trial Today TRENDING: This Industry Is Flashing Gargantuan Market-Size Estimates Highly rated Celestica (CLS) stock is this week's Big Cap 20 pick to watch, as it looks to set up a fresh buy point. The Toronto- ...

Celestica Inc. (NYSE: CLS ) is a smaller but important player in the AI infrastructure industry whose switches ensure smooth operations in data centers. And given the significant investments in this area, I seeMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these com ...