Based on the aggregated intelligence of 135,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, electronics manufacturing specialist Nam Tai Electronics (NYSE:NTE) has earned a coveted five-star ranking.

With that in mind, let's take a closer look at Nam Tai's business and see what CAPS investors are saying about the stock right now.

Nam Tai facts

Headquarters (founded)

Macao, Macau (1975)

Market Cap

$189.5 million


Electronic manufacturing services

TTM Revenue

$577.9 million


Founder/CFO Ming Kown Koo
President/CEO Karene Wong

Return on Equity (average, last three years)



Flextronics International (NASDAQ:FLEX)
Jabil Circuit

CAPS members bullish on NTE also bullish on:

General Electric (NYSE:GE)
Johnson & Johnson (NYSE:JNJ)

CAPS members bearish on NTE also bearish on:

Ford Motor (NYSE:F)
D.R. Horton (NYSE:DHI)

Sources: Capital IQ (a division of Standard & Poor's), and Motley Fool CAPS. TTM = trailing 12 months.

Over on CAPS, 818 of the 845 members who have rated Nam Tai -- some 97% -- believe the stock will outperform the S&P 500 going forward. These bulls include Gtrinvestor, who is ranked in the top 0.1% of our community, and pick compiler AllStarPortfolio.

In May, Gtrinvestor tapped Nam Tai as a compelling balance-sheet bargain:

Stock is trading for less than its cash on hand. Yes, contract manufacturers are going to get hit during these hard economic times for its current customers, but it may pick up new business with companies trying to shed assets and "non-core" activities such as manufacturing.

In a pitch from two weeks later, AllStarPortfolio (using a pick and pitch from All-Star bullishbabo) elaborates:

Nam Tai Electronics earned money every year for the past 10 years, and has had only a handful of quarters with negative earnings in its history. For a small electronics manufacturer and designer, that's an impressive history of profitability...

Take a look at the 3/31/09 balance sheet, and you see $5.14 per share in cash. This stock trades below its cash per share. As an additional bonus, this company has zero long-term debt and its cash alone covers all liabilities.

Before 2009, [Nam Tai] paid a dividend for at least 10 years straight. Not long after [Nam Tai] cut its 2009 dividend, the stock price tanked. It's not a guarantee, but I'm willing to bet that [Nam Tai] reinstates its dividend when economic conditions improve. [Nam Tai] is cheap even without considering the juicy dividend it used to pay, but the dividend is a nice future bonus.

What do you think about Nam Tai, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 135,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Nam Tai is a Motley Fool Global Gains pick, Johnson & Johnson is an Income Investor choice, and Apple is a selection of Stock Advisor. The Fool's disclosure policy always gets a perfect score.