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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who started this subject	4/4/2002 4:28:26 PM
From: Dave Gore	Read Replies (1) of 99280

CHKP ANALYSIS --- Does it offer a good Reward/Risk here? Is this a good R/R here; after all even poor SNWL was up 20% off the LOD. STATS: CHKP EPS consensus is/was 1.27 and 1.51 next yr. (now in question by perhaps 10-20 cents? Or is it? see below) LT growth consensus = 26% Will earn about 25 cents for Q1 PEG now below 1.0 (a very good ratio) Historical cheap PE Stock down over 30% in last week or two (is that too much?) They say they missed this past quarter by 4 cents due to some delays and not cancellations. If that's true and the sales pick up, then they may still reach somewhere close to estimates. Company also says they made good headway into new markets - the low end and wireless infrastructure markets. The stock is down from $34 recently by about 32%. Now.....the big question is whether the business will indeeed pick up as expected. But not a bad buy here, by any means. A successful re-test of $20 would be ideal but will we get there? I think a fair value, FWIW is $24-25 short term.

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