Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
I'm an amateur investor interested in EMS companies after reading a recommendation for SANM in Money magazine this month. I've been looking at SANM, PLXS, JBL, and even SCI. SANM is getting all the attention, but JBL and PLXS appear to be as strong, and with P/E's in the 30's, cheap too compared to SANM's PE of 67. Growth rates, profit margins, ROE, etc. are comparable as well.

Is there something I'm not seeing that has made SANM wall street's darling? Are JBL and PLXS cheaper for a reason?

Any help appreciated.
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.