Electronic Contract Manufacture (ECM) Sector Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: patroller who wrote (1032)	12/27/1997 5:14:00 PM
From: rich evans	Read Replies (2) of 2542

Well the big boys are probably the safe play but they all go for a pe of 20 and higher psr of around 2. I think PLXS i.e and ACTM down at 10 PE and .5 PSR have a price which overly discounts and thus they have more price gain potential in the next year.Also FLEXF and DIIG which the analysts in my opinion are underestimating as to sales and earning. But the cheapest are the board makers at this time IMO. But I am pretty well stuck buying calls and selling puts at this time as just changing pigs at the trough among these stocks doesn't make much sense. GO 98. Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next