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

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To: The Philosopher who wrote (429)3/2/2004 5:56:29 PM
From: EL KABONG!!!  Read Replies (2) of 469
 
Hi Chris,

I also considered ACS as an investment, quite recently in fact. Eventually my decision came down to one of two stocks, either ACS or UTSI (UTStarcom). I ultimately decided to go with the higher risk/ potentially higher reward UTSI, but the decision was difficult. Both companies have a lot going for them at the moment.

My SSG showed an upside/downside ratio of about 3.1:1 for ACS, and 4.9:1 for UTSI. Also, I used extremely conservative estimates for revenues/earnings growth for UTSI (chopping historical and future growth rates almost in half, as "unsustainable"), whereas for ACS I used the analysts' guidelines minus a 10% "margin of error fudge factor". But both companies seem to be excellent prospects for the near term future.

Hope that ACS works out well for you and your club...

KJC
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