Disciplined Investing, especially the NAIC way Message Board

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Strategies & Market Trends : Disciplined Investing, especially the NAIC way

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To: - with a K who wrote (425)	10/8/2003 4:33:41 PM
From: - with a K	Read Replies (1) of 469

Any interest in Sungard Data Systems (SDS), which was a Stock To Study Nov. 2002 at $23, now around $28? It got a plug on a recent Rukeyser show and were mentioned separately by Forbes as a possible beneficiary if Reed makes any changes at the NYSE. forbes.com SDS looks interesting in both the NAIC and Buffett screens at Quicken: quicken.com On Multex, a number of things look good to me: valuation is reasonable, Beta is low, growth is OK, debt is low, nice margins and management, etc. yahoo.multexinvestor.com S&P gives it a "Hold," citing IT spending but a "5" outlook and fair value of $35. My Graham calculation is a little more generous, perhaps: Company: SDS Date: 10/8/03 2003's expected earnings: $1.25 Estimated 5 yr. EPS growth rate: 16 P/E maximum: 16 Graham Fair Value: $42.24 Current Price: $28.22 $ difference: $14.02 Percent Growth to Fair Value: 49.68%

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