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: Mason Barge who wrote (137)	9/10/1997
From: Joe Dancy	of 297

I thought UNPH was really sexy also, but was priced too high on a PE basis for me to be comfortable - I know this is a booming area but know enough to be very dangerous (I'm not sure I can separate the hype from the facts, the technology is a little past me) . If you want a real backhand way to play the telecomunications upgrade wave that is just now reaching the shore, look at Dycom Industries (DY) - they provide telecommunications engineering and installation services and is priced at a PE below 20 while the growth should be above 20%. I liked DY a lot better when I could buy all I wanted at $10 in the last 6 months (they're now around $18 or so), but I passed on UNPH the last time I looked about 6 months to a year ago and bought DY, and I'm not sorry although I'm sure UNPH has done very well. My position in UTEK was acquired well below current market levels. Would you add more here Mason? I too saw S&P Outlook recommend them as one of the very undervalued small cap stocks (at $28 non-the-less, a heck of a lot more than I bought at). Best - Joe

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