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Strategies & Market Trends : Screening for Stocks

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To: B.K.Myers who wrote (4)	8/27/2000 9:02:40 PM
From: B.K.Myers	Read Replies (2) of 66

Rating the Fastest Growing Companies Sorted by Return on Equity Trail 6Mo 12Mo 5Yr 10Yr 1Qtr 1Yr 5Yr Analyst Prev Tkr P/E EPSGr EPSGr EPSGr EPSGr RevGr RevGr RevGr ROE LTG AnaLTG Industry SEIC 55.2 59.7 54.8 33.1 22.4 28.4 29.0 15.2 99.0 30.0 27.3 INVESTMENT ADVICE FWRD 62.1 97.1 67.6 27.8 N/A 27.2 29.2 4.6 53.1 22.5 22.5 ARRANGE TRANS-FREIGHT, CARGO SUNW 99.0 99.0 66.6 40.8 27.8 23.3 21.3 19.8 41.4 22.7 20.9 ELECTRONIC COMPUTERS PLXS 99.0 99.0 60.9 37.4 26.4 25.9 24.1 15.2 40.6 25.3 21.9 PRINTED CIRCUIT BOARDS MLT 99.0 88.0 55.9 25.2 N/A 6.8 27.9 19.0 35.3 17.5 10.0 TELE & TELEGRAPH APPARATUS NT 99.0 99.0 48.3 27.5 14.8 27.9 26.3 19.6 20.9 24.4 20.7 TELE & TELEGRAPH APPARATUS AHAA 58.2 99.0 90.4 36.1 55.8 41.1 20.4 15.5 17.6 34.2 31.7 SEMICONDUCTOR,RELATED DEVICE TIF 28.1 99.0 78.4 37.0 15.4 21.0 18.6 15.3 15.5 18.3 17.7 JEWELRY STORES How do these 8 companies rate according to Investor’s Business Daily. Ticker Company Name Rating Tech Fund Attr Grp T Grp F SEIC SEI Investments Co 96 A+ A+ A- C+ B+ FWRD Forward Air Corp 97 A+ A+ A+ C- B- SUNW Sun Microsystems Inc 99 A+ A A+ B+ B- PLXS Plexus Corp 99 A+ A A+ A A+ MLT Mitel Corp 92 A- B A A- B+ NT Nortel Networks Corp 92 A A B A- B+ AHAA Alpha Industries Corp 88 C+ A A A A+ TIF Tiffany & Co 93 A A+ B+ B- B- Ticker Company Name EPS RS Grp RS SMR Acc/Dis SEIC SEI Investments Co 96 93 E A B FWRD Forward Air Corp 98 94 C A A SUNW Sun Microsystems Inc 98 94 B A A PLXS Plexus Corp 98 98 B A B MLT Mitel Corp 85 93 C C B NT Nortel Networks Corp 98 95 C A A AHAA Alpha Industries Corp 96 51 B A C TIF Tiffany & Co 99 84 D A B * Ratings are Investor’s Business Daily SmartSelect Corporate Ratings.  Tech = Technical Rating  Fund = Fundamental Rating  Attr = Attractive Rating  Grp T = Group Technical Rating  Grp F = Group Fundamental Rating  EPS = Earning Per Share Rating  RS = Relative Price Strength Rating  Grp RS = Industry Group Relative Strength Rating  SMR = Sales + Profit Margin + ROE Rating  Acc/Dis = Accumulation/Distribution Rating What did I see at this point?  SEI Investments’ Return on Equity of 99 stood out. They are in an industry group that is currently out of favor but the stock is still being accumulated. Their P/E ratio of 55.2 is in line with their EPS growth rate but this P/E ratio should be compared with their industry group peers.  Forward Air Corp is interesting in that they grew earnings at a faster rate in the past 6 months than in the past 12 months, but analysts have not changed their growth expectations. Notice that institutions are aggressively accumulating this stock. Their industry group is currently out of favor, but if that situation changes, FWRD should be watched.  Sun Microsystems has been steadily accelerating growth in both sales and revenues over the past 5 years. I see few negatives here, but their high P/E is of some concern.  Plexus looks good across the board. Earnings and revenue growth have been steadily increasing and analysts expect this trend to accelerate. Institutions have been buying but not heavily. This company compares very favorably to Sun Microsystems.  Mitel’s last Quarter Revenue Growth of 6.8 doesn’t look good. Their EPS Rating (85) and SMR Rating (C) are weaker than the other companies in this screen. The SMR Rating is particularly discouraging. Nortel is the same industry and appears to be the better of the two companies.  I can’t overlook the outstanding recent earnings growth at Nortel Networks Corp. And the analysts seem to agree. The only weakness that I see here is the Industry Group Relative Strength (C).  Alpha Industries stands out in one very unusual way…they are the only company on this list whose 10 year earnings growth (55.8) is greater than their 5 year earnings growth (36.1). But earnings growth for the past 12 months (90.4) was highest of all companies in this screen. Institutions seem to be holding their shares. Could this be a turn around story?  Tiffany & Co also stands out with a P/E ratio of only 28.1 but an earnings growing rate of 78. The story here appears to be the very weak industry group that Tiffany’s is in (Retail/Wholesale-Jewelry). Tiffany’s EPS rating is 99! Their 12 months earnings growth rate was 78.4 and their 6 months earnings growth rate was 99. And this from an established jewelry store! I need to know more! I will look closer at all of these companies in the next couple of days. B. K.

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