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Strategies & Market Trends : Value Investing

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To: Pirate who wrote (5151)	10/19/1998 12:56:00 AM
From: Paul Senior	Read Replies (1) of 78919

Pirate: re: EQNX. Can't speak for group, but for me, it's iffy whether EQNX is a "serious value play". Can't find a margin of safety with it. Can't even understand what businesses they are in or going to or what the likelihood is that they will be successful. They've got plenty of cash though. And price has indeed dropped a lot. But still selling above book value. Price to sales ratio doesn't look so great to me. Looks like company can often be bought around 10-13x pe. So we're not talking about a highflyer that's come down to more reasonable levels. Looks in fact that sales have only been growing well in last couple of years. And we're dealing with a microcap - 95 employees and under 50M in sales. Some risk there. I think co. could be a value stock only to somebody if they knew quite a bit about the company, its products, and its markets. JMO. Paul Senior

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