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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread.
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To: Ausdauer who wrote (83)3/22/1999 1:45:00 PM
From: phoenix  Read Replies (1) of 194
 
Aus,

Your value indicators look excellent. My comments:

1. Toss PEG. David Dremen devotes a considerable amount of space in his books providing examples of the investment community's inability to accurately predict earnings. Peter Lynch makes the same case by reminding us that the people who collect (and even analyze) the data can be low level subordinates at the brokerage houses.

2. Some of the other criteria you have to deal with cautiously. Profit margin is one. Certainly, margins are critical to the success of a company and its stock price. However, its FUTURE margins that we are interested in, not past margins. You wouldn't grade SNDK on its current margins, its the future margins that we interested in.

3. Ken Fisher looks for Super Stocks in the $500M sales region. I think you have made a good call there. Fisher also says to use PSR (PS) of 0.7. I use that parameter as well. You might consider reducing PS down from 1.0.

Roger

P.S. Current Ratio is simply Assets/Liabilities.
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