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so for any fool watching, FLEXF is the cheapest stock of the big group of contract manufacturers and they have the best locations for new growth of business in low cost areas. With major new facilities in Hungary they are way ahead of SCI who is just opening there, plus SLR and JBIL have nothing in eastern europe. visit Flexf's web site and review the slide show. Most of their new business and growth is in Europe which is booming. Also, they are expanding in Guadalahara which is the lowest cost place in No America. Finally, they just bought the biggest CM in Brazil which is the key to So America, which is why SCI and SRL went there. JBIL is no where to be found in these low cost manufacturing locations which is where most of the big new business is going. Rob Stone of Cowen & Co just wrote a lengthy and excellent report on this industry which should make some buyers pay attention.
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