RTS,
Thank you for the kind words. I liked your suggestion so
much that I created a sector specific screen for SUNW’s
sector code (SEC08).
First I selected all stocks with a Sector Code of SEC08.
This screen identified 145 companies.
At this point, I decided to look for companies that have
been outperforming the market for the past 2 years. This
cut the number of companies to 42.
Then I decided to concentrate on companies that have been
growing revenues faster. I did this by selecting companies
whose last year’s revenue growth is greater than their
revenue growth over the past 5 years.
This cut the list to 13 companies. Here are the results of
the screen.
Sector 08 Improving Performance
Mon Aug 28 22:43:23 2000
Initial Universe: All Stocks
Screening Criteria: SectorCode="SEC13" AND (RelPQtd + RelPQtd2 + RelPQtd3 + RelPQtd4) >= 5 AND (RelPQtd5 + RelPQtd6 + RelPQtd7 + RelPQtd8) >= 5 AND RevGr1Yr > RevGr5Yr
Sort On: Tkr(A)
Stock Company 08/25 Est MktCap 6Mo 1Qtr 1Yr 5Yr Analyst Prev
Tkr Name Price P/E P/S ($Mill) EPSGr RevGr RevGr RevGr LTG AnaLTG ROE ROSales
AMD ADVANCED MICRO DEVICES IN 34.25 13.4 1.87 5,246 99.0 -3.5 13.2 6.0 16.6 15.4 19.6 14.0
EMC E M C CORP MASS 91.13 98.8 37.26 197,734 77.5 32.0 35.2 32.8 30.2 31.1 43.7 37.7
ERTS ELECTRONIC ARTS INC 105.88 77.4 4.92 6,802 -65.7 33.9 29.8 25.6 24.5 23.6 11.4 6.4
JBL JABIL CIRCUIT INC 57.75 51.9 4.52 10,970 86.2 59.0 56.6 39.7 31.4 30.2 31.9 8.7
JDSU JDS UNIPHASE CORP 125.31 99.0 99.00 75,034 99.0 78.8 55.1 53.7 48.9 44.0 26.2 99.0
MU MICRON TECHNOLOGY INC 89.00 18.8 12.33 46,565 99.0 54.7 24.4 18.2 20.1 20.2 59.8 65.7
PMCS PMC-SIERRA INC 235.88 99.0 99.00 34,412 99.0 74.7 52.9 20.4 40.0 40.4 81.3 75.0
QLGC QLOGIC CORP 103.88 83.8 47.58 7,757 99.0 72.1 63.6 25.6 30.0 32.0 46.8 56.8
SFA SCIENTIFIC ATLANTA INC 77.56 58.3 8.89 12,352 99.0 33.0 16.7 9.0 23.3 21.1 27.7 15.2
SUNW SUN MICROSYSTEMS INC 124.75 90.7 15.58 197,905 99.0 23.3 21.3 19.8 22.7 20.9 41.4 17.2
VRTS VERITAS SOFTWARE CO 116.94 99.0 72.92 46,619 99.0 294.0 143.5 100.8 47.6 48.5 5.1 40.7
VTSS VITESSE SEMICONDUCTOR COR 89.25 90.8 52.92 16,013 99.0 48.8 60.3 51.2 41.2 37.3 33.6 58.3
XLNX XILINX INC 91.56 63.2 34.75 29,876 99.0 53.8 32.5 22.1 27.6 26.7 45.5 55.0
Results: 13 companies (Maximum of 100 listed.)
I see a lot of familiar names in this list. I guess that’s
to be expected. A couple of things caught my eye.
Veritas Software’s (VRTS) Return on Equity is only 5.1.
This is very poor!
On the other hand, PMC-Sierra (PMCS) has a ROE of 81.3.
This is outstanding!
Looks like a good list of candidates for further
investigation.
B.K. |
