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Strategies & Market Trends : What Works on Wall Street (O'Shaugnessy)

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To: Brian Channon who wrote (29)2/26/1997 12:57:00 PM
From: sea_biscuit   of 109
 
Strictly speaking, the strategy would call for a PSR of 1.0.
However, O'Shaughnessy says that he wouldn't mind increasing
it upto as high as 1.5 in order to catch some of the higher priced
stocks that display similar earnings and relative strength
characteristics. I believe he does mention this in his book.

Even so, as I glanced at the 1997 list of 50 companies for this
strategy, the only real "tech" stock that I noticed was Smart Modular
Technologies (NASDAQ : SMOD). Of course, Dell, Gateway 2000
and CompUSA are all there, but they would more likely be called
retailers than hi-tech, I suppose.

Dipy.
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