Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of end-to-end electronics manufacturing leader Sanmina-SCI
So what: There are multiple drivers behind this move: Intel
Now what: Even after this week's massive gains, Sanmina's stock looks cheap relative to its peers and rivals. It trades for just 10 times trailing earnings while TTM fetches a multiple of 31 and Jabil Circuit
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