Replies to post #9337 on Value Microcaps Motherboard

[lentinman]

R59: Contract Manufacturers:

I keep a portfolio on that which consists of JBL, FLEX, CLS, SANM & SGR. The portfolio is -25% YTD. I don't have SGMA or SIMC in the portfolio, although I could easily add them. As a rule, they haven't done so bad - certainly not in comparison.

Len