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Tariffs at home would hit sales of iPhones and myriad other electronic products
Flex's valuation looks attractive and the company is well positioned to benefit from entry into new markets, according to Goldman.
Here are Wednesday's top rating calls, including downgrades for Deere and Gigamon, and an upgrade for Parker-Hannifin.
Cramer says Eaton is heading higher and is taking Flex over Brooks Automation.