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Strategies & Market Trends : Undervalued Stocks = Low P/E to Growth Ratios
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To: Dana Breite who wrote (132)9/9/1997 2:28:00 PM
From: Joe Dancy   of 297
 
Now my memory returns on why I like SEMX. I must be drinking too much or getting old.<g>

What I like about SEMX financials is the fact that revenues have grown very very strongly - 60% a year for the last five years if memory serves me correctly. Estimate of $1.45 for next fiscal year is suspect for the fact only one analyst has an estimate, and no telling what hidden agenda or conflicts they may have - although 2 have buy recommendations.

Investors Business Daily had a good write up on them a while back, was an impressive business strategy. Insiders own 30% - enough to have a big stake but not a controlling interest, and institutions have a measly 15% so big room for improvement there.

As you note stock price has not moved much, so as revenues are increasing price/sales is decreaasing - and for small growth companies I like to see exploding revenues - even if the earnings do not immediately follow the revenue increases a small increase in margins can have a big impact on the bottom line. Price/sales is 1.35, and price/book 2.0 - both well below average. Earnings have been positive and growing each year for three years - although this year looks like we may have earnings flat with last year, then if you believe the analyst will increase next year.

As you note there is some risk here, but I guess I just really like to see revenues grow like this because earnings can sprout up quickly if management is sharp & lucky.

Best - Joe
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