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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (15543)10/1/2002 1:52:17 PM
From: Mark Brophy  Read Replies (2) of 78628
 
What about technology value stocks?

After all, we are on the www.techstocks.com web site!

You compiled a long list of stocks a couple of weeks ago that is useful for avoiding mutual fund management expenses, but it’s difficult to substantially outperform the market with so much diversification. Your performance is likely to mirror the general market.

I was disappointed to find that one of the stocks on your list was TFS, which is listed as a "peer" in the AFCO SEC documents. TFS has lost 56% of it’s value since I wrote post 177 on the AFCO thread, while AFCO rose 10%. TFS has earned $0.78/share in the last 5 years for a yearly average of 16 cents, which implies the P/E is 28. I don’t see a reason why it should rise above the $5.73 cash value. I think we’re in an undervalued market where the average stock on your list such as Kroger (KR) will rise 50% within a year, so TFS is unlikely to outperform.

AFCO is on the verge of tripling revenues by providing Coke with equipment to deposit a thin film of silicon dioxide to make the contents of plastic bottles last 5x longer than uncoated bottles. The final manufacturing test was conducted in September. This month their exclusivity agreement with Coke expires, so they’ll be able to sell the equipment to other beverage companies.

There’s no reason to give up on tech stocks! As long as the companies you’re considering are finding new markets to replace the traditional customers, you can still make money!
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