Relative Strength of Stock Price Performance
I think it would be a great idea to get an index like that for the last several years. Could you use a 100 scale like some publications do for relative strength over the short term ? If you could do that and post on this thread, then it will save me time to work on one of my projects. If you do create an index, like the DJIA or the S&P, you might consider weighting it based on market cap. But as small investors, we probably don't care about market cap as much as the big institutions, maybe you might consider both? The current market cap of these companies is available lots of places on the net; here's one you probably already know:
stocksmart.com
The next thing I'm going to do, is determine the size and growth rate of revenues in this sector. I've collected info on over 30 public traded companies and have some info on another 20+ privately held companies, or small subsidiaries of other companies. I'm going through this info and collecting data on revenue growth, and that way we can get an overview of the industry growth. As somebody said on the Flextronics thread "Not all these companies can grow 20+ % per year, can they ?" Well, lets find out.
After that I intend to analyze the different company strategies in this sector. There are quite a number of different strategies ranging from moving offshore and next door, buying out ops of large integrated companies, providing more turnkey product manufacturing, diversifying into other value added outsourced support activities, getting into semi packaging, providing product development support, consolidating on a regional basis, expanding into the European and Japanese outsourcing market etc. We need a summary of these strategies, because they will be driving future growth and industry consolidation.
If you could handle relative price analysis, that would be terriffic. By the way, for the large posts, I usually work offline, on word processing program, then copy my work over to the response window.
I recognize your name from the numerous value added posts of yours I've seen on a lot of the threads. Thanks for joining the thread.
Paul |
