Manufacturing recovery stock

Jabil Circuit, which reports quarterly earnings this week, could see profits jump 4% for the fiscal year ending in August, to $1.16 a share. Analysts are penciling in $1.36 for fiscal "10. Jabil, based in St. Petersburg, Fla., serves various end markets, and its customers include Cisco Systems, IBM and Nokia. The shares are down about 55% this year, to 6.81, and sell for six times "09 estimates.

Najarian highlighted some unusual call options activity in Noble(NE), Jabil Circuit(JBL) and UnitedHealth Group(UNH).

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Good recent price action, forming short cup with handle

Jabil Circuit (JBL) was downgraded from Overweight to Market-weight, Thomas Weisel said. Margins are falling faster than expected, and show no sign of improvement. $11 price target.

JBL was downgraded from Overweight to Underweight, JP Morgan said. Company cannot escape macro weakness, and lower sales will cut into margins.

Jabil Circuit (JBL) was upgraded from Neutral to Sell, Merrill Lynch said. Stock is down 50% since late September, and is already pricing in lower end-market demand. Company also trades at a discount to its earnings growth rate, and looks historically cheap on its book value.

Jabil Circuit (JBL) was upgraded from Neutral to Outperform, Robert Baird said. $24 price target. 70% of the company's end markets appear stable, and margins should improve through restructuring efforts.

Jabil (JBL) was downgraded to Sell, Merrill Lynch said. Stock could fall 20% from current levels, as consumer demand persists. Upcoming analyst meeting could also prove disappointing.

MODERATE BUY
Price target: 27.00$

discounting in progress