SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike Buckley who wrote (44695)7/19/2001 12:35:50 PM
From: techreports  Read Replies (2) of 54805
 
Boys and girls, I have a surprise for you. :) And it may not be a pleasant one. :(

Using today's stock price of $37.64 and a report about the conference call (I won't listen to it until this weekend) that management is comfortable with current FY01 and FY02 estimates, Siebel's Fool ratio is an unusually lofty 4.5.

If you're not used to running a Fool ratio, simply be aware that management is currently comfortable with estimating 12% average annual growth in earnings over the next 18 months at a time that the stock has dropped to 59 times trailing EPS excluding one-time accounting events.

Mike you feel SEBL is overvalued or expensive, but a couple weeks ago i thought you said you were thinking about selling SNDK and putting the rest of your funds into your remaining four stocks.

If you're not used to running a Fool ratio, simply be aware that management is currently comfortable with estimating 12% average annual growth in earnings over the next 18 months at a time that the stock has dropped to 59 times trailing EPS excluding one-time accounting events.

So the reason the fool ratio is up near 5, b/c growth is expected to be 12%? If the economy turns around in 2002, Siebel could manage to do better than 12% EPS growth..
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News