My first two articles on Celestica ( CLS ) share a similar thesis for investing in the stock, which centers on the company's transition from traditional contract manufacturing to an Original Design Manufacturer ("ODM"). This thesisI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravit ...