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Technology Stocks : Jabil Circuit (JBL)
JBL 220.98+1.0%2:49 PM EST
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To: gs who wrote (3445)3/27/1998 3:12:00 PM
From: 18acastra  Read Replies (1) of 6317
 
JBIL numbers conservative/low, growing faster, better ROE should nuetralize SLR more liquid, more institutions. Also historically traded at higher multiple.

P/E spread to big, at a minum should be same P/E netting out above factors, at historic multiple should be higher.

My opinion. I am buying JBIL, shorting SLR for market protection/nuetrality.
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