GM,
I guess I should not dismiss RS so easily, since it is a criterion
that both O'Neill and O'Shaughenessey ascribe to, although they use it very differently.
I used to sub to IBD, but do not currently, so I forgot what goes
into their industry tables. When I read last night's MF, it made me
think that asset turns might be included, which is not included in
Yahoo profiles. MF said:
ORBOTECH LTD. (Nasdaq:ORBKF - news) , a maker of automated optical inspection
systems for printed circuit boards, gained $7 3/4 to $51 after posting Q3 EPS of $0.70, topping
estimates of $0.61. The company was also featured today in an Investor's Business Daily
overview of the Chip Equipment Industry. Orbotech really doesn't have much exposure to the
semiconductor capital equipment industry, but it now shares a similar valuation with its integrated
circuit testing counterpart RELIABILITY INC. (Nasdaq:REAL - news) . Reliability was ranked
just ahead of Orbotech at the #1 spot (out of 66 companies in terms of EPS and relative strength)
in IBD today, and was also up $1 to $18 1/2 on no news. Though Reliability's operating margins
are higher (20.95%) and its asset turns (1.42) are greater than Orbotech's (14.08% and 1.23
respectively), the two companies earnings are similarly valued.
Thanks for offering to transcribe the data. Perhaps if you had a
scanner, it would be worthwhile. But I would not ask you to do it
manually.
BTW, I believe that S&P just issued their first ever IndustryScope on
the semi-equip industry. Check your local business reference librarian.
This should make for a worthwhile read.
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