Consumer electronics stocks have been on a roller coaster and this week is unlikely to offer much respite.

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Interested in the stocks of electronics outsourcers?

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Special Offer: Special Offer: Undervalued small- and mid-cap stocks such as video game retailer Electronics Boutique, which recently doubled in price, are one reason Richard Moroney's Upside had a total return of 39.7% in 2004.

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Citing concerns about softening tech hardware end demand, RBC Capital analyst Amit Daryanani this morning turned cautious on the IT supply chain, downgrading shares of the contract electronics manufacturers Benchmark Electronics and Sanmina, and reducing estimates and price targets for various other stocks.

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In such a scenario, UBS favors sectors such as technology, and stocks such as Hewlett-Packard, Microsoft, Visa, Ricoh, Samsung Electronics and Tokyo Electron.

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The other stocks to look for are in sectors which will benefit from the weaker baht, like electronics.

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