Celestica: The Overlooked Cisco Parallel (NYSE:CLS)

Core Insights - Celestica's share price has increased by 60% since the last bearish call, indicating that the stock is now considered even more overvalued [1] Company Analysis - The previous multiples analysis did not yield favorable results, suggesting a need for reevaluation of the company's valuation metrics [1] - The company has a strong background in finance, particularly in the oilfield and real estate industries, which may influence its strategic decisions and market positioning [1] Investment Context - The analysis is informed by over a decade of experience in finance, including complex due diligence and M&A transactions, which adds credibility to the insights provided [1] - The focus on equity research and analysis of public companies indicates a shift towards a more analytical approach in evaluating investment opportunities [1]