Undervalued Stocks = Low P/E to Growth Ratios Message Board

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Strategies & Market Trends : Undervalued Stocks = Low P/E to Growth Ratios

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To: Joe Dancy who wrote (127)	9/8/1997 8:04:00 PM
From: Mason Barge	of 297

Joe: I don't have any screamers on the PEG/valuation side right this second. I like Kaneb (KAB) which is pretty calm for me and probably has a good PE/growth. I bought it as a safe place to park my money I made from wafer fab stocks and it's done well, creeping up. I also like YORK but it shot up 15% the day I bought it (and I bought a lot, again just a safe place to park some money). CTYS has extraordinary PEG but has uncalculable risks, buy it at your peril. I personally think it's very short odds to run up 40% in the next four months and have a nice wad of it. See my previous posts. I hold HLIT but that's more a tech/growth stock, since the telecom equipment industry leaders have gotten extremely expensive, like Uniphase. I suppose on a valuation compared to the industry its PE is quite low. ABIX is a good play under 3 but a very little guy. I have a lot of BLUD and LDII, but those are both developmentals and further discussion wouldn't be appropriate to this thread. I like KTIC and PMRY for the same reason as INAC. Pomeroy is getting expensive though -- it's just run up. KTIC is still reasonable, I think, even though it just hit a high, but the spread is a monster. I like REPT the best of all, but I just saw an insider listing to sell 440,000 shares and have gotten out of it. I'm going to sit on the sidelines and wait until those shares hit the market, hopefully drive the price down under 20, and pick up a boatload. If I think of other good PEG plays I'll let you know. I've been pretty much a wafer fab specialist but the industry is so high right now that I'm out for a year or two and looking for whatever.

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