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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY
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To: Kent Sarikaya who wrote (457)8/23/1997 3:04:00 PM
From: Joe Dancy   of 558
 
Kent - Ran my financial screens again this morning instead of cutting the lawn.
Here is a rundown of major SFLX competitors, and where they stand from an estimated 5 year eps growth rate/trailing 4 quarters PE ratio - G/PE. From most undervalued to the more fairly valued:

Nam Tai - 2.1
ELAMF - 1.9
SFLX - 1.5
CMEI - 1.4
BHE - 1.0
ACTM - 0.9
SANM - 0.8
SMOD - 0.8
SLR - 0.7
PLXS - 0.7
JBIL - 0.6

Looks like the mean would be a ratio around 1.0. Some companies did not have trailing PE's, or did not have at least one analyst with a 5 year eps projection, so they didn't make the chart.

I've added about 50% to my SFLX holdings in the last few weeks. The risk/reward ratio here is very favorable. If we don't win big here, I don't think we will lose a lot either when the share price is floating around $11.

Best - Joe
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