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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (71101)	9/7/2022 7:14:14 PM
From: E_K_S	Read Replies (1) of 78748

Here are the updated CNXC ratios based on their June 27th earnings report. My snap shot chart I posted earlier was old. I see their next report comes out Sep 28, 2022. Their PE is lower (11.62x) and Price/cash flow now 8x November quarter is usually their best (estimate is +18% YoY) and that is represented by their PEG = 0.79. That's the combination I like low PE and PEG < 1.0. I may add more tomorrow and make it equal weight to my CTG. CTG is a much smaller company w/ a $115 million market cap vs CNXC at $6.36 Billion market cap I still like the productivity play theme. Update legacy software and/or install the new 'cloud' software platform provides better security, more efficiency and less people to manage. I have also been building a position in ORCL for their 'Cloud' software platform. MSFT's cloud been growing too and I probably s/d start a position there as well.

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