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Technology Stocks : Silicon Valley Group

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To: FJB who wrote (990)9/13/1997 10:29:00 PM
From: Shakush   of 2946
 
Robert:Some specific reasons to buy:

Increasing sales and earnings
Low p/e multiple, at least relative to its industry group
Stock price outperforming its industry group
Insider buying
Trading volume increasing along with the share price
Lack of coverage by analysts, implying it hasn't been discovered yet
Lack of significant ownership by Funds, implying it hasn't been discovered yet

I think I know the answers to the above, but don't know:

If it dominates its industry and how strong the competitors are
The prospects and pricing outlook for its products
Its need for and access to capital
If it has proven management dedicated to creating value for shareholders
Much about the technology
Any compelling reason to buy the stock

Duane
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