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Strategies & Market Trends : American Woodmark AMWD
AMWD 53.91+0.1%Dec 31 3:59 PM EST

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To: Judy Muldawer who wrote (58)5/5/1997 11:13:00 PM
From: Todd Runge   of 84
 
Judy,

Since you and I have this thread to ourselves right now we can move from AMWD for a minute. How long have you owned Silicon Heights? What are your sales, plans, objectives for it?

Back to AMWD, I can't believe this stock has a PE below 10. This is a 20-30% discount to the industry group and the earnings are growing better than 50% right now. It deserves a much higher PE. Do you think this is a value stock worth holding or have the momentum players deserted it never to return. I think the former applies personally although I was shocked to see a 3/4 spread today. I don't like to see spreads this large.

Todd
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