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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: sjemmeri who wrote (25536)1/30/2002 12:17:40 PM
From: Zeev Hed  Read Replies (1) of 99280
 
POOL are the leaders in their market, growing at more than 20% year, return on assets above 10%, not too much debt. And, the chart does not look bad, considering what the market is doing. Priced at or less than growth. Less than 20 PE on the expected $1.60 in 2002 earnings.

Zeev

In edit, jumped back in the Q (sans JNPR) and MU here, BRCD at $33.48, BRCM, $41.20, QLGC, $46.98, EMLX, $43.07, MU at $29.60. Also back in GNSS at $56 flat and INVN at $36.31.
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