A good friend of mine called me this morning and asked me what I thought of Celestica. I looked into it, and saw enough to decide that it does not ring of value to me. At least not yet. (My friend went ahead and bought 400 shares anyhow so I hope for his sake I am wrong). That whole sector just looks too much like the red sea to me. (Well, maybe not the real red sea, which isn't really red, but you know, like the red sea would look if it was red).
The one exception to that is Jabil, which I will have to look at further when I have some time. For now though, I'm focused on Oshkosh, which reports on Friday. Hopefully I can cash out with a nice gain.
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