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Celestica CLS

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    1. CLS : British Politics – Monetary Policy – Tactical Strategies

      Headlines

      Wed, 25 Mar 2015

      more risky than many investors think. The CLS Portfolio Management Team recently took a deeper ..... staples, and consumer discretionary. At CLS , our view is that investors benefit from ..... cause things to quickly turn negative. CLS approaches factors in a more balanced way, using multiples such

    2. CLS : British Politics – Monetary Policy – Tactical Strategies

      Headlines

      Wed, 25 Mar 2015

      CLS : British Politics – Monetary Policy – Tactical Strategies

    3. Daily FX volumes plunge in February after volatile start to year

      Headlines

      Mon, 23 Mar 2015

      LONDON, March 23 (Reuters) - Average daily volumes in the global foreign exchange market fell in February after soaring the previous month in the wake of Switzerland's shock removal of its currency cap, data from FX settlement system CLS showed on Monday.

    4. CLS : Fed Rates – Nasdaq Performance – Berkshire Hathaway

      Headlines

      Tue, 10 Mar 2015

      an important point to bear in mind. At CLS , we have talked about the self-healing aspects ..... which is exactly what we are doing at CLS ; purchasing high-quality stocks that have massive cash piles, strong earnings, and low ..... share by the earnings per share. 1244- CLS -3/9/2015

    5. CLS : Fed Rates – Nasdaq Performance – Berkshire Hathaway

      Headlines

      Tue, 10 Mar 2015

      We are putting Stein Mart SMRT under review as we digest the company's second-quarter results and its outlook for the back half of the year. While we recently revised our near-term sales and margin assumptions downward given the company's exposure to the Florida and California markets, we think the

    6. 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

    7. CLS Weekly Market Review

      Headlines

      Tue, 24 Feb 2015

      CLS Weekly Market Review

    8. 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.

    9. 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

    10. 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

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