SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who started this subject2/22/2002 12:53:37 PM
From: Andrew N. Cothran  Read Replies (3) of 54805
 
Uncle Frank: Since you and I have exchanged notes during the past few months re: QCOM and SRCL, I thought you might be interested in the following comparisons.

On September 24, SRCL closed at $36.70. QCOM closed at $47.60. Today, SRCL is at a new all-time high of $63.25 while QCOM languishes at 32 and change.

That week in September, I briefly considered transferring everything I had in QCOM to my much smaller position in SRCL. Unfortunately, I chose not to do so.

In the year 2000, SRCL's annual sales amounted to $327,722,000. It earned .72 cents.

QCOM's annual sales were 3,196,789,000 and it earned .85 cents.

The three year earnings growth rate for QCOM is 74.42% and for SRCL it is 75.75%.

For reasons not entirely clear, the market favors SRCL over QCOM by a factor of 2 to 1 even though both of them are growing at about the same rate, albeit one is much larger than the other.

Wonder why this is so?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext