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Strategies & Market Trends : Undervalued Stocks = Low P/E to Growth Ratios
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To: Joe Dancy who wrote (118)9/8/1997 10:08:00 AM
From: Mason Barge   of 297
 
Joe: I have three of your four stocks in my portfolio - INAC, SFLX, and UTEK. And yes I outperform the S&P by a lot. You'd better believe I'm going to get on the horn and investigate Southern Electronics. A word on each of the three I own:

1) INAC is a straight undervaluation play. I made a fortune in PMRY stock when I realized that analysts did not distinguish systems integrators from retail resellers in computer equipment, thus depressing their valuation unrealistically. The service element of these companies give them a big big edge -- I buy my office computer equipement from one of these outfits, and I pay more for it and am happy to do it, because there's somebody there to make sure it works. I doubled my money in Pomeroy, sold, rebought a couple of months ago at 24 and it's up to 36 or so. While I don't think INAC is as good as PMRY, I believe it is undervalued for the same reason.

2) UTEK is very much complicated by technology considerations and the cyclicality of the wafer fab industry. The earnings estimates are not terribly helpful. Its stepper technology is second-rate. I own it because of the laser-doping and electron beam masking components, either of which could be a skyrocket if they come around. The engineering community seems to believe that the masking technology could eat ETEC's lunch in the near future.'

3) I think there are good reasons for SFLX's price depression, because of a huge recent earnings drop due to dropping orders in the hard disk industry (the "Seagate flu"). However, it is poised for huge growth and I am definitely long in it at this point. There is a good thread on it here at SI.
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