Buy ($175)
Topics covered: Turnaround stories, Time to market issues, Stocks to be cautious about, Stock recommendations, Secular trends at OEM companies, Relative valuations, Regional demand, Outsourcing trends, medical and industrial end markets, Margin improvement, Investor concerns, Industry consolidation, Impact of China, Generating returns, End markets, Cyclicality, Consumer electronics market, Automotive, Asset deals, Aggregate sales growth
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