Celestica(US:CLS) Seeking Alphaยท2025-05-21 03:19Group 1 - The article emphasizes the importance of delivering alpha-generating investment ideas through a structured and evidence-based approach [1] - The investment strategy involves a generalist approach, analyzing and investing in various sectors with perceived alpha potential compared to the S&P 500 [1] - The typical holding period for investments ranges from a few quarters to multiple years, indicating a long-term investment perspective [1] Group 2 - The author has a beneficial long position in CLS shares, indicating confidence in the stock's performance [2] - The article expresses the author's personal opinions and is not influenced by any compensation from companies mentioned [2] - There is no business relationship with any company whose stock is discussed, ensuring an independent viewpoint [2]