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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: Axel Gunderson who wrote (683)8/28/1998 10:53:00 AM
From: Berney  Read Replies (2) of 1722
 
Axel, My Input On Your Dirty Dozen

PE FA S&P 99 EPS
SYMBOL 8/27 SCORE RATING PE

CTB 10.0 ** 7 A 8.2
NLC 13.4 ** 6 A 12.2
ACK 10.7 5 B 8.0
AUT 12.9 ** 5 A 10.8
DE 7.9 ** 10 B+ 7.1
SNA 12.3 ** 8 B+ 9.5
LIZ 10.2 ** 7 A- 8.6
TOY 11.7 ** 1 B+ 10.0
BT 11.4 7 B+ 9.0
ADBE 12.4 ** 8 B+ 10.1
CA 32.6 6 B+ 11.5
PMTC 24.2 ** 11 B+ 10.9

** MEANS 5 YR LOW PE

In the S&P system, a B+ is an average rating.

The most interesting stock to me in your group is PMTC. Clearly, the
stock has gotten clobbered lately. Yet, in July, all 10 of the top 10
mutual funds that own the stock were buying and buying big. They
added 10% of the outstanding shares to their portfolios. This is a
very large monthly change from my historical observations. In
addition, look at the 99 PE. Folks are expecting some big things from
the stock next year.

BWDIK

Berney
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