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Strategies & Market Trends : Natural Resource Stocks
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To: yard_man who wrote (6202)1/15/2004 3:02:50 PM
From: Arik T.G.  Read Replies (1) of 108747
 
Hi,

I think that overall valuations have, again, gone to extremes.
IMO the big NYSE stocks are more vulnerable to the next big decline.
Look at the big industrial stocks in the S&P- GE, PFE, IBM, KO, PG, JNJ at al.
Price/Book of 5 to 9
P/E of 23-30
Price/Sales of 4 to 9
Extremely thin cash cushion on big leverage balance sheet.

MSFT INTC and CSCO on average no longer posses higher P/E ratios then their counterparts, but OTOH have much better balance sheets and cost structure.

ATG
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