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Celestica CLS

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    1. CLS Weekly Market Review

      Headlines

      Tue, 24 Feb 2015

      international outperformance has boded well for CLS ’s AdvisorOne funds strategies this year ..... evident in portfolios for a long time at CLS , and is one of our investment themes in 2015; however, we have observed ..... political risk and currency risk. 1160- CLS -2/23/2015

    2. CLS Weekly Market Review

      Headlines

      Tue, 24 Feb 2015

      CLS Weekly Market Review

    3. Plunging Oil Prices: Investment Winners and Losers

      Headlines

      Thu, 12 Feb 2015

      After looking at Celestica 's CLS most-recent quarter, we are sticking with our fair value estimate. Overall, the ..... quarter, we will be testing our assumptions and will further gauge the progress of Celestica 's turnaround.

    4. CLS : Europe – Energy – Earnings

      Headlines

      Wed, 4 Feb 2015

      review each of these “big Es” and how CLS is reacting to them. Europe: Starting to Rebound ..... currency terms). Where to next? In short, CLS is continuing to build positions in Europe. There are ..... and recently it has been pouring.” 1 CLS is continuing to hold energy stocks. Earnings

    5. CLS : Europe – Energy – Earnings

      Headlines

      Wed, 4 Feb 2015

      We are sticking with our fair value estimate for Polo Ralph Lauren RL after reviewing first-quarter results. Revenue totaled $1.07 billion, representing a 12% increase over the prior-year quarter, driven by strength in the wholesale and retail businesses. The wholesale segment grew 12%, primarily

    6. CLS : International Emphasis – 2015: Catalysts for International to Outperform – Risks and Rewards

      Headlines

      Tue, 13 Jan 2015

      favor for international equities within CLS ’s portfolio allocations. And we’ve communicated our ..... European markets. Risks and Rewards While CLS has a strong conviction in global, balanced, and diversified portfolios ..... to the value of its competitors. 0845- CLS -1/12/2015

    7. CLS : International Emphasis – 2015: Catalysts for International to Outperform – Risks and Rewards

      Headlines

      Tue, 13 Jan 2015

      This mutual fund is not immune to trouble.

    8. CLS : Two Markets that Went in Different Directions – The Role of an Investment Counselor

      Headlines

      Fri, 9 Jan 2015

      down 10%. Quite a turnabout. How did CLS portfolios fare given these markets’ performance ..... usually move before the fundamentals improve. CLS portfolios have been overweight energy stocks ..... economies with the higher interest rates. At CLS , the stronger dollar did not help most

    9. CLS : Two Markets that Went in Different Directions – The Role of an Investment Counselor

      Headlines

      Fri, 9 Jan 2015

      CLS : Two Markets that Went in Different Directions – The Role of an Investment Counselor

    10. CLS : Market Downturn – Energy Prices – Risk Budgeting

      Headlines

      Wed, 17 Dec 2014

      investors renew their interest in risk. At CLS , we keep a high focus on risk all the time. Our Risk Budgeting ..... from the client’s specific answers to CLS ’s Confidential Client Profile questionnaire ..... diversified equity portfolio. 2373- CLS -12/16/2014

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