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.
Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 84.640.0%Nov 20 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: brushwud who wrote (1639)6/18/1997 6:32:00 PM
From: Jeff Maresh   of 14451
 
Brushwud - Have a cold beer and settle down! Sell your SGI stock
and buy something you can be happy with. Your story doesn't fit
real numbers.

>No, not really. If you put $40,000 down on a $200,000 house and
>sell it a year later for $240,000, what's your ROE? What's your ROI?
>I'd say 100% to both. ROA would be a different story. ROE is the
>true measure of business acumen.
>My original point is this: if a company gets an X% ROE, then it can
>grow the business without changing the business model by swelling
>every line on the balance sheet (from cash to receivables to
>inventory to payables to debt and equity) by X%. Then if they get
>X% ROE the following year, they will show X% profit growth. If they
>get X% ROE and they want to grow by MORE than X%, they have to sell
>more shares (and dilute the ownership) or borrow more money (and
>increase the risk). So in the long run, you can't really expect the
>shares to increase in value any faster than ROE, except maybe if
>interest rates decrease, which would be favorable for all stocks.

Well then I guess then at least the 45 companies listed below
really cooked their books to get their EPS growth numbers! All
of these have sustained EPS growth rates over 20% for the past 5
years with an average ROE < 10%.

Regards
Jeff

COMPANY TICKER 5YR ROE 5YR ROA 5YR ROI 5YR EPS GRTH
Acme Electric ACE 2.94 0.84 1.15 22.39
Adflex Solution AFLX -8.09 -4.26 -7.05 24.82
Acclaim Enmnt AKLM -51.38 -24.20 -44.00 37.35
First Alert Inc ALRT -12.45 -6.03 -12.45 29.92
Amrion Inc AMRI 0.09 0.05 0.09 27.30
Anntaylor Stres ANN 3.84 2.52 2.91 21.88
Green (a P) Ind APGI 3.76 1.24 3.17 26.48
Atkinson(guy)co ATKN 4.73 1.68 4.68 29.13
Audio King Inc AUDK -8.41 -2.62 -4.18 21.26
Banyan Systems BNYN -54.61 -23.53 -54.61 21.86
Childrns Discvy CDCR 3.50 2.35 3.13 22.78
Comdial Corp CMDL 2.88 1.45 2.88 26.55
Central Reserve CRLC -32.01 -6.85 -23.63 23.75
Coast Distr Sys CRV -2.41 -1.07 -1.54 20.71
Chesapeake Corp CSK 4.03 1.47 1.96 39.18
Dsc Comm DIGI 4.72 2.82 3.81 23.21
Enserch Explor EEX 2.94 1.51 1.95 26.82
Fund Amer Entrp FFC 3.33 1.21 2.09 36.27
Fieldcrest Cann FLD 1.27 0.34 0.49 27.48
Good Guys GGUY -9.32 -4.74 -9.32 22.57
Ico Inc ICOC 3.51 2.58 3.36 30.85
Insituform East INEI -2.21 -1.56 -2.20 21.25
Johnstown Amer JAII -9.88 -1.15 -1.75 34.34
Jacor Comms JCOR 0.71 0.24 0.32 31.66
Kimmons Cp New KVN -28.81 -6.82 -14.65 28.56
Microdyne Corp MCDY -25.94 -11.92 -21.39 38.91
Mid-am Rlty Inv MDI 4.95 2.71 3.52 35.26
Medaphis Corp MEDA -4.31 -2.25 -2.90 25.12
Metatec Corp META 2.05 1.81 2.05 39.10
Medical Graphic MGCC -85.88 -38.76 -85.88 24.35
Mid-atl Med Svc MME -7.36 -4.02 -7.36 35.92
Peak Tech Group PEAK -14.72 -7.24 -12.29 34.80
Par Tech PTC 4.53 3.75 4.53 34.41
Qualcomm Inc QCOM 4.21 2.58 4.13 26.61
Quarterdeck Cp QDEK -468.38 -63.01 -126.86 23.56
Rocky Mt Choc RMCF -11.79 -7.02 -8.34 25.15
Response Onclgy ROIX 3.89 1.17 2.28 23.04
Sheldahl SHEL -1.31 -0.81 -1.07 38.15
Sigma Circuits SIGA -5.67 -1.47 -3.11 21.11
Tcsi Corp TCSI -7.04 -6.17 -7.04 35.71
Union Camp Corp UCC 3.11 1.29 1.94 31.51
Veterinary Ctrs VCAI 2.43 1.08 1.26 39.30
Watkins Johnson WJ 3.16 1.95 2.67 27.49
Zitel Corp ZITL -7.92 -7.07 -7.92 39.90
Zemex Corp ZMX 4.96 3.24 4.33 34.58
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext