SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY Message Board

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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY

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To: rich evans who wrote (466)	8/26/1997 12:19:00 PM
From: Joe Dancy	of 558

I got the numbers for Adflex on the ratio of the (5-year estimated eps growth)/(PE based on FY98 earnings) - it is 1.3 - better than most but not as attractive as SFLX (2.2). Did not mean to leave them out. << Probably a more telling table would be the estimated 5-year growth rate/price-earnings ratio estimated on consensus earnings for the next fiscal year (98). SFLX still looks undervalued. GR/PE(est.98): CMCI - 2.3 SFLX - 2.2 ELAMF - 2.2 BHE - 1.4 ** ADFLEX - 1.3 * ACTM - 1.3 JBIL - 1.1 SLR - 1.0 SMOD - 1.0 PLXS - 1.0 SANM - 1.0 If earnings estimates are anywhere near accurate (a major assumption), and assuming the market will value it at what it values the other companies, we should see $24. I think we will see a little better than that - but that is based on my bullish view from the effect of the capital gains tax cut.>>>>> Best - Joe

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