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Non-Tech : UNDERVALUED STOCKS

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To: John Stichnoth who wrote (156)	8/14/1997 9:39:00 PM
From: Grommit	of 580

Health Care. WONDERFUL POSTING! Excellect analysis, IMO. Thank you, John. ...................... Portfolio check time. Get your spreadsheets out. I just got a flyer in the mail from Vanguard (where I have a small mutual fund balance). They graph S&P 500 PE ratio over the years and warn everybody to 'watch out'. The usual -- you have seen it before. S&P 500 PE up to 22 -- hang on to your wallet! Decided to check my stock portfolio for my PE ratio. And calc my weighted average growth rate. Used growth expectations from Zacks. I pluged it in and got 32.8% portfolio growth rate with a portfolio PE of 15.6 Note: I initially used the EPS forecast for the next 4 qtrs as compared to EPS actual in prior 4 qtrs for growth rate and got 43%. But that is not the expected long term growth rate -- just EPS from year to year. It may mean nothing. Could be bogus accounting in prior year, could be anything. Do not try this at home! I have some negatives in there and some where growth=PE, but my biggest contributors (in no particular order) seem to be HMAR, TLC, APM, INVX, CMI. For what it's worth... Grommit

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