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Pastimes : The Straight Shooter's Corner

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To: paul e thomas who wrote (69)7/29/1999 11:04:00 AM
From: JDN  Read Replies (4) of 109
 
Dear Paul: I did a rough comparative on both SYNT (which I own) and MAST (which I do not own). I noticed the following:
1: MAST is far more well followed with 13 analysts compared to I think it was 4 for SYNT
2: MAST is a little more expensive (higher P/E ratio) than SYNT.
3: They BOTH have similar PEG ratios (a favorite of mine)
4: Neither have had any earnings revisions up or down in last 90 days.
5: MAST carries a much better analyst rating (I think it was 1.14 compared to 2. something for SYNT). I dont know if it is because of the quality of the analysts or what as since the PEG ratios are similar I presume growth relative to PE is about the same.

I know from my personal knowledge of SYNT it is strong financially and has VERY LITTLE (perhaps too little) public float since Management owns over 85% of the outstanding shares.

So in summary, here is what I am thinking. MAST is higher priced as it is more widely followed. SYNT with its low public float does not attract so many analysts. What does all this mean?? Damn if I know, my first thought is that SYNT has the better opportunity to outperform since it is starting from a cheaper base and should it do equally as well in earnings as MAST perhaps it would get more coverage, whereas MAST probably has all the coverage its going to get and with a Recommendation average of 1.14 not much room for upgrades in the stock.
Remember, I would hope this becomes a discussion board where we air out all out thoughts and come to the best stock to buy. I am QUITE interested in finding as at the moment I have more cash than normal due to TAVA merger. On the other hand not only am I looking for a FEW good stocks but also comment on timing. Personally, August/early Sept. scare the hell out of me. Thoughts? JDN
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