Avnet AVT

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    1. This Value-Add Distributor Could Add Value to Your Portfolio

      Video Reports

      Wed, 3 Sep 2014

      the technology hardware and services space is [TICKER: AVT ] Avnet ( AVT ), which is currently trading at a discount to our fair ..... economic moat. As a percent of total firm revenues, Avnet 's value-added business is much bigger than those of

      Avnet AVT found at 0:07

      Simran Kaur: My top pick in the technology hardware and services space AVT Avnet ( AVT ), which is currently trading at a discount to our fair value estimate of $50 per share and falls in the 4-star category [based on the Morningstar Rating for stocks]. We believe this global value-added distributor has differentiated itself from the traditional distribution industry and created a narrow economic moat. As a percent of total firm revenues, Avnet's value-added business is much bigger than those of broadline distributors and, thus, it materially expands its consolidated operating margin profile. However, what really sets the distributor apart is its design-win business. Avnet's highly skilled engineering workforce partners with customers in the field and creates multi-vendor solutions for their innovative needs. If the end product
    2. Cheap Canadian Drugs: Why?

      Headlines

      Tue, 26 Aug 2014

      consolidation will boost Flextronics' power to negotiate lower component prices from suppliers such as Arrow ARW or Avnet AVT . We believe smaller firms with differentiated manufacturing strategies could attract buyers interested in expanding service

    3. Strong Revenue and EPS Growth Underline Strength of Avnet ’s Strategy; Shares Remain Undervalued

      Commentary

      Wed, 6 Aug 2014

      Avnet reported a strong fiscal fourth quarter ..... share and our narrow economic moat rating. Avnet ’s Electronics Marketing (EM) segment delivered ..... We believe the quarter underlined how Avnet successfully balanced its commitment to building

    4. Seasonal Mix Benefits not Enough as Avnet Posts Lackluster Fiscal 3Q Results; Still on the Sidelines

      Commentary

      Thu, 24 Apr 2014

      Avnet reported fiscal third-quarter results toward the lower end of guidance and below our expectations amid some weakness in its Americas

    5. Avnet Posts Solid Gains in Fiscal 2Q, but Sustaining Trends Is Tough; We Remain on Sidelines

      Commentary

      Fri, 24 Jan 2014

      Avnet posted fiscal second-quarter results that ..... latest acquisitions. On the operating line, Avnet 's adjusted margin ticked up 41 basis points ..... diluted EPS of $1.02-$1.12. We like Avnet 's strategy of consistently targeting bolt

    6. Avnet's Fourth-Quarter Performance Is In Line with Our Expectations; Shares Remain Fully Valued

      Commentary

      Wed, 7 Aug 2013

      value estimate and no moat rating for Avnet AVT after the firm reported moderate fourth-quarter results. Avnet generated $6.6 billion of total ..... basis. We are pleased to hear that Avnet generated better than expected growth

    7. Arrow Beats on Top and Bottom Line; Shares Remain Fully Valued

      Commentary

      Wed, 24 Jul 2013

      of $1.55 billion to $1.75 billion. We believe Arrow possesses global scale advantages over its competitors, save Avnet , but distribution is a cyclical industry with low barriers to entry. We'd like to see a larger margin of safety before

    8. Arrow's Mixed Results Reflect Global Economy

      Commentary

      Wed, 1 May 2013

      provide an interesting contrast to Avnet AVT , Arrow’s largest competitor in the IT distribution space. Avnet experienced similar components results ..... but servers had a larger impact on Avnet than on Arrow. The similarities in

    9. Ingram Micro Sees More IT Spending Across All Regions

      Commentary

      Thu, 25 Apr 2013

      Micro’s results provide an interesting contrast to Avnet AVT --an enterprise IT distributor--which, earlier in the ..... Ingram Micro at the expense of enterprise distributors like Avnet . Ingram Micro’s gross margins popped 30 basis points

    10. Avnet Reports Soft Sales to Western Markets, Growth in Asia

      Commentary

      Thu, 25 Apr 2013

      value estimate and moat rating for Avnet AVT after it reported third-quarter ..... continued growth in emerging markets. Avnet generated $6.3 billion of total ..... declined year-over-year in both of Avnet ’s segments—electronics marketing

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