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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (8897)11/5/1999 10:01:00 AM
From: Grommit  Read Replies (2) of 78627
 
Here'a a pick...

Allmon type selection. Decently priced stock with great history.

1. Sales growth, 3 year 23%, 5 year 52%
2. EPS growth, 3 year 15%. Analysts expect 17% ongoing. But it's a zero sum game, like most. Gotta take market share.
3. Operating margin 13%
4. ROE 20%
5. Debt - zero
6. Insider ownership 30%
7. Inventory turns - couple of days. :o)
8. P/E 15

Comparables --
1. PE 15 while the industry is 26. The company's 5 year high is 41, and the low is 3.5 -- It is now at 5 year low PE!!!
2. P/Book 2.7 - industry 5
3. P/Cash Flow 11.6 - industry 19
4. Debt/Eq is zero - industry .62

Other
Stock price - 52 week range $40-$20, now at $23
($40 was ridiculous, $23 is quite decent!)

.......
What am I missing?

Comparables --
yahoo.marketguide.com

Profile
biz.yahoo.com

An opinion
cbs.marketwatch.com

thanks, good luck.

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