Dave Gore's Trades That Make Sense Message Board

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Strategies & Market Trends : Dave Gore's Trades That Make Sense

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To: Dave Gore who started this subject	3/15/2002 1:11:55 AM
From: Dave Gore	Read Replies (1) of 16631

SURPRISE! Think Semis are overpriced in relation to expected growth? Think Again PE and PEG (Price to Earnings Growth) of various industries --- in ascending order of PEG (i.e. lowest PEG to highest). Link if you have Excel: stern.nyu.edu Industry Name Price/Current EPS Expected Growth PEG Petroleum (Producing) -- 10.69 18.84% 0.57 Maritime -- 11.84 18.13% 0.65 Natural Gas (Diversified) -- 14.14 20.15% 0.70 Semiconductor Cap Eq -- 15.50 21.36% 0.73 Air Transport -- 10.82 14.08% 0.77 Paper & Forest Products -- 13.29 16.81% 0.79 Power -- 21.85 27.50% 0.79 Utility (Foreign) -- 11.57 13.50% 0.86 Canadian Energy -- 10.72 12.15% 0.88 Building Materials -- 12.94 14.57% 0.89 Semiconductor -- 22.02 23.25% 0.95 Precision Instrument -- 19.14 20.16% 0.95 Auto & Truck -- 10.35 10.70% 0.97 Homebuilding -- 13.12 13.34% 0.98 Petroleum (Integrated)-- 10.51 10.45% 1.01 Metals & Mining (Div.) -- 17.88 17.75% 1.01 Home Appliance -- 12.05 11.38% 1.06 Restaurant -- 20.78 19.23% 1.08 Oilfield Services/Equip. -- 25.59 22.76% 1.12 Chemical (Basic)-- 12.29 10.83% 1.13 Auto Parts -- 10.70 9.40% 1.14 Electronics -- 22.64 19.87% 1.14 Metal Fabricating -- 18.57 16.09% 1.15 Steel (Integrated)-- 9.71 8.31% 1.17 Drug -- 35.30 28.99% 1.22 Furn./Home Furnishings -- 14.88 12.19% 1.22 Natural Gas (Distrib.)-- 13.41 10.74% 1.25 Computer & Peripherals -- 26.78 21.31% 1.26 Machinery -- 17.45 13.81% 1.26 Environmental -- 26.29 20.38% 1.29 Packaging & Container -- 17.14 13.07% 1.31 Aerospace/Defense -- 18.84 14.15% 1.33 Steel (General) -- 14.55 10.90% 1.33 Medical Services -- 31.10 22.82% 1.36 Railroad -- 16.73 11.93% 1.40 Food Wholesalers 23.99 16.85% 1.42 Grocery 19.88 13.81% 1.44 Hotel/Gaming 20.61 14.24% 1.45 Food Processing 20.29 13.66% 1.48 Human Resources 22.00 14.73% 1.49 Retail (Special Lines) 25.57 16.68% 1.53 Office Equip & Supplies 26.74 17.43% 1.53 Recreation 23.82 15.34% 1.55 Beverage (Alcoholic) 18.86 11.89% 1.59 Electrical Equipment 27.23 16.91% 1.61 Telecom. Equipment 42.15 25.00% 1.69 Beverage (Soft Drink) 36.87 21.67% 1.70 Shoe 22.06 12.93% 1.71 Medical Supplies 39.78 23.28% 1.71 Publishing 23.88 13.96% 1.71 Cement & Aggregates 15.78 9.17% 1.72 Electric Util. (Central) 14.88 8.63% 1.72 Diversified Co. 20.17 11.26% 1.79 Market 28.56 15.64% 1.83 Tobacco 12.80 6.98% 1.83 Telecom. Services 44.34 24.16% 1.84 Chemical (Diversified) 21.25 11.37% 1.87 Chemical (Specialty) 18.81 9.88% 1.90 Trucking/Transp. Leasing 24.37 12.62% 1.93 Apparel 22.99 11.49% 2.00 Industrial Services 35.39 17.67% 2.00 Foreign Electron/Entertn 27.11 13.17% 2.06 Electric Utility (East) 16.26 7.85% 2.07 Tire & Rubber 18.28 8.31% 2.20 Computer Software & Svcs 54.86 24.71% 2.22 Household Products 22.38 9.77% 2.29 Bank (Canadian) 28.19 11.92% 2.37 Textile 22.11 9.18% 2.41 Retail Store 29.59 11.87% 2.49 Thrift 30.03 11.63% 2.58 Toiletries/Cosmetics 25.72 9.85% 2.61 Financial Svcs. (Div.) 40.06 15.20% 2.64 Securities Brokerage 24.38 9.15% 2.66 Bank 28.73 10.64% 2.70 Water Utility 22.71 8.33% 2.72 Information Services 49.91 17.29% 2.89 Insurance (Life) 31.50 10.56% 2.98 Bank (Foreign) 39.61 13.00% 3.05 Investment Co. 23.99 7.50% 3.20 Retail Building Supply 45.68 13.90% 3.29 Newspaper 41.52 11.09% 3.74 Advertising 60.36 15.21% 3.97 Educational Services 106.26 26.53% 4.01 Bank (Midwest) 41.21 9.64% 4.28 Coal 29.67 6.50% 4.56 Pharmacy Services 113.94 21.59% 5.28 Gold/Silver Mining 74.76 14.15% 5.28 Manuf. Housing/Rec Veh 64.60 10.20% 6.33 Entertainment 131.78 19.03% 6.93 R.E.I.T. 57.99 7.59% 7.64 Foreign Telecom. 194.03 17.06% 11.38 Insurance (Prop/Casualty 166.69 13.34% 12.50 Biotechnology 465.40 33.80% 13.77 Cable TV NA 19.35% #VALUE! E-Commerce NA 28.70% #VALUE! Electric Utility (West) NA 8.92% #VALUE! Entertainment Tech NA 38.75% #VALUE! Healthcare Info Systems NA 21.44% #VALUE! Internet NA 34.47% #VALUE! Investment Co. (Foreign) 56.05 NA #VALUE! Wireless Networking NA 25.07% #VALUE!

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