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To: MonsieurGonzo who wrote (6619)8/24/1999 10:09:00 AM
From: MonsieurGonzo  Read Replies (1) | Respond to of 11051
 
what's the deal with TWX - TimeWarner @ 60? <>



To: MonsieurGonzo who wrote (6619)8/24/1999 11:49:00 AM
From: Berney  Read Replies (1) | Respond to of 11051
 
More FA on the Big Boyz than Probably Desired - Part 1

Suggest it is printed out for review.

EST EST
CATE- EPS EPS EPS
SYMBOL GORY 1998 1999 2000

ALD CD 2.32 2.69 3.14
GT CD 4.31 3.02 4.15
GM CD 4.18 8.42 8.26
F CD 4.86 5.65 5.64



PG CS 2.56 3.22 3.66
G CS 0.95 1.26 1.46
KO CS 1.42 1.36 1.57
PEP CS 1.31 1.23 1.40
MO CS 2.20 3.30 3.70



MOB E 2.10 3.18 3.71
CHV E 2.04 3.08 4.02
XON E 2.58 2.50 3.09



C F 1.62 2.74 3.10
AXP F 4.63 5.39 6.10
MWD F 5.52 6.93 7.03
JPM F 4.71 9.76 10.15
AIG F 3.57 3.21 3.66
CMB F 4.24 5.50 6.01
ONE F 2.61 3.92 4.52
ALL F 3.94 3.19 3.44
FNM F 2.84 3.70 4.18
FTU F 2.95 3.41 3.82



JNJ H 2.23 3.00 3.37
BMY H 1.79 2.05 2.32
SGP H 1.18 1.40 1.64
MRK H 2.15 2.45 2.77
WLA H 1.48 1.92 2.32
PFE H 2.55 0.82 0.98
ABT H 1.51 1.68 1.87
AHP H 1.85 1.77 2.02
LLY H 1.88 2.28 2.67



AA IC 2.42 2.70 3.68
UK IC 2.91 2.08 2.47
BA IC 1.15 2.03 1.93
DD IC 4.08 2.63 2.98
MMM IC 2.97 4.02 4.46
CAT IC 4.11 3.11 3.86
UTX IC 2.53 2.95 3.37
IP IC 0.77 1.16 2.79
GE IC 2.80 3.21 3.66
EK IC 4.24 4.99 5.62



WMT R 0.99 1.21 1.37
MCD R 1.11 1.41 1.58
HD R 1.06 1.39 1.71
S R 2.74 3.69 3.88



TWX S -0.31 0.40 0.71
DIS S 0.89 0.68 0.81



HWP T 2.77 3.58 4.05
CSCO T 0.42 0.96 1.22
INTC T 1.73 2.27 2.65
IBM T 3.29 3.91 4.48
ORCL T 0.54 1.05 1.30
EMC T 0.75 1.04 1.35
AOL T 0.09 0.61 0.89
MSFT T 0.84 1.57 1.83
DELL T 0.53 0.73 0.98
LU T 0.37 1.20 1.49
CPQ T -1.71 0.33 1.15



BEL TC 1.87 3.01 3.36
GTE TC 2.57 3.49 3.91
AIT TC 3.25 2.74 2.99
WCOM TC -2.02 1.97 2.84
SBC TC 2.06 2.38 2.69
BLS TC 1.78 1.96 2.17
T TC 1.95 2.18 2.32



TOTAL:
AVERAGE 2.15 2.72 3.11
MEDIAN 2.10 2.50 2.98




To: MonsieurGonzo who wrote (6619)8/24/1999 12:01:00 PM
From: Berney  Read Replies (1) | Respond to of 11051
 
More FA on the Big Boyz than Probably Desired - Part 2

AVG AVG HIST
CATE- 99/00 99/00 CURRENT AVG
SYMBOL GORY EST EPS PE PE PE

ALD CD 2.92 21.6 25.2 17.1
GT CD 3.59 15.8 22.5 23.7
GM CD 8.34 7.6 9.6 13.8
F CD 5.65 9.2 10.1 7.3



PG CS 3.44 28.3 37.6 54.7
G CS 1.36 33.1 50.3 37.8
KO CS 1.47 40.1 46.1 35.2
PEP CS 1.32 27.0 24.4 33.5
MO CS 3.50 10.7 15.0 15.8



MOB E 3.45 30.9 55.4 21.9
CHV E 3.55 26.8 66.4 24.8
XON E 2.80 29.5 39.4 18.1



C F 2.92 15.9 25.8 15.4
AXP F 5.75 24.9 28.1 15.4
MWD F 6.98 13.6 14.0 10.6
JPM F 9.96 13.4 19.8 13.5
AIG F 3.44 27.6 31.2 19.0
CMB F 5.76 14.6 16.2 12.6
ONE F 4.22 13.1 17.4 16.7
ALL F 3.32 10.7 8.9 12.8
FNM F 3.94 16.0 18.2 13.9
FTU F 3.62 11.8 12.2 13.8



JNJ H 3.19 31.1 40.8 24.4
BMY H 2.19 32.4 42.2 23.7
SGP H 1.52 34.0 39.7 25.0
MRK H 2.61 25.9 29.6 24.6
WLA H 2.12 32.0 40.1 30.3
PFE H 0.90 41.0 62.1 39.1
ABT H 1.78 24.2 26.8 22.1
AHP H 1.90 24.8 31.0 19.9
LLY H 2.48 27.3 35.8 30.7



AA IC 3.19 21.3 27.8 16.3
UK IC 2.28 28.2 32.4 12.6
BA IC 1.98 23.1 22.0 NM
DD IC 2.81 25.7 49.3 27.7
MMM IC 4.24 22.7 30.5 20.8
CAT IC 3.49 17.3 19.5 11.5
UTX IC 3.16 21.4 25.2 17.9
IP IC 1.98 27.5 221.0 31.3
GE IC 3.44 32.8 37.8 23.8
EK IC 5.31 14.1 18.0 26.1



WMT R 1.29 36.2 42.3 24.8
MCD R 1.50 27.7 33.2 22.9
HD R 1.55 40.5 54.5 37.5
S R 3.79 10.6 14.3 12.0



TWX S 0.56 120.4 207.5 NM
DIS S 0.75 40.1 40.9 26.8



HWP T 3.82 27.5 34.3 18.7
CSCO T 1.09 58.8 104.6 43.8
INTC T 2.46 32.5 37.8 18.8
IBM T 4.20 29.0 29.9 17.6
ORCL T 1.18 31.5 42.4 36.2
EMC T 1.20 50.2 66.4 27.0
AOL T 0.75 126.9 154.8 NM
MSFT T 1.70 49.0 58.8 40.1
DELL T 0.86 50.6 75.0 35.8
LU T 1.35 47.3 63.6 101.7
CPQ T 0.74 32.9 42.1 112.1



BEL TC 3.19 19.2 28.9 23.8
GTE TC 3.70 19.0 20.3 20.3
AIT TC 2.87 23.4 25.3 17.3
WCOM TC 2.41 30.8 NM NM
SBC TC 2.54 20.5 23.4 23.6
BLS TC 2.07 23.2 27.4 21.2
T TC 2.25 20.8 19.3 18.4



TOTAL:
AVERAGE 2.92 29.5 41.1 24.2
MEDIAN 2.80 27.0 31.1 22.1



To: MonsieurGonzo who wrote (6619)8/24/1999 12:26:00 PM
From: Berney  Respond to of 11051
 
More FA on the Big Boyz than Probably Desired - Part 3

The projected growth rate is more appropriate for Part 2 - oh well!

CATE- GROWTH FA PRICE FROM FROM
SYMBOL GORY RATE SCORE 08/20/99 12/31/98 06/25/99

ALD CD 14.1 0 62.938 42.0% -4.5%
GT CD 9.3 1 56.625 12.3% 1.8%
GM CD 7.7 2 63.125 9.3% -0.6%
F CD 7.3 4 51.688 -11.9% -3.3%

12.9% -1.6%

PG CS 12.9 3 97.250 6.5% 14.0%
G CS 16.4 1 45.063 -5.8% 9.2%
KO CS 15.3 2 58.813 -12.2% -4.9%
PEP CS 13.8 2 35.563 -13.0% -0.5%
MO CS 12.9 3 37.500 -29.9% -9.0%

-10.9% 1.8%

MOB E 9.1 -1 106.438 22.2% 10.0%
CHV E 10.4 -3 95.063 14.6% 5.5%
XON E 7.8 -1 82.563 12.9% 8.4%

16.6% 8.0%

C F 13.6 0 46.313 39.8% 5.7%
AXP F 13.4 3 142.875 39.4% 16.7%
MWD F 13.3 8 94.750 33.5% 3.3%
JPM F 10.6 1 132.938 26.5% 3.4%
AIG F 13.8 2 94.813 22.7% -1.7%
CMB F 11.5 2 83.750 18.0% 3.2%
ONE F 14.1 1 55.375 8.4% 0.2%
ALL F 11.5 7 35.625 -7.5% 0.5%
FNM F 13.1 4 63.000 -14.9% 0.7%
FTU F 11.6 4 42.688 -29.8% -4.7%

13.6% 2.7%

JNJ H 12.9 1 98.938 18.0% 9.2%
BMY H 13.0 3 70.688 5.7% 4.9%
SGP H 16.0 3 51.688 -6.4% 6.2%
MRK H 13.0 5 67.625 -8.3% -1.8%
WLA H 21.3 4 67.750 -9.9% 7.2%
PFE H 19.8 5 36.938 -11.3% 9.2%
ABT H 11.9 3 43.000 -12.2% -1.7%
AHP H 12.3 2 46.938 -16.7% -9.4%
LLY H 16.3 3 67.563 -24.0% 2.6%

-7.3% 2.9%

AA IC 13.0 1 67.813 81.9% 8.3%
UK IC 7.7 1 64.250 51.2% 26.9%
BA IC 15.6 1 45.750 40.2% 5.0%
DD IC 9.7 4 72.188 36.0% 8.9%
MMM IC 10.4 0 96.438 35.6% 9.3%
CAT IC 10.2 2 60.313 31.1% 2.9%
UTX IC 14.8 3 67.563 24.3% 4.5%
IP IC 5.0 1 54.375 21.3% 4.1%
GE IC 13.5 1 112.813 10.6% 8.0%
EK IC 10.0 3 74.750 3.8% 7.6%

33.6% 8.5%

WMT R 14.0 3 46.688 14.7% 7.5%
MCD R 12.3 -1 41.375 7.7% 4.4%
HD R 23.0 2 62.813 2.7% 4.3%
S R 12.4 2 40.125 -5.6% -12.3%

4.9% 1.0%

TWX S 15.8 0 66.813 7.7% 1.6%
DIS S 14.3 1 29.875 -0.4% 0.6%

3.6% 1.1%

HWP T 14.8 0 104.875 53.5% 13.2%
CSCO T 29.3 4 64.125 38.2% 4.6%
INTC T 20.9 4 79.938 34.8% 44.5%
IBM T 11.7 3 121.750 32.1% -1.1%
ORCL T 24.0 3 37.000 28.7% 3.5%
EMC T 28.1 3 59.938 26.2% 11.3%
AOL T 50.6 2 95.188 22.7% -7.4%
MSFT T 24.9 5 83.375 20.2% -1.8%
DELL T 32.7 7 43.250 18.2% 17.1%
LU T 23.1 2 63.625 15.7% -0.1%
CPQ T 18.9 1 24.375 -42.0% 8.9%

22.6% 8.4%

BEL TC 9.8 0 61.063 13.1% 2.0%
GTE TC 10.3 2 70.313 8.2% 0.6%
AIT TC 8.2 4 67.000 5.7% 1.4%
WCOM TC 28.6 -2 74.063 3.2% -19.7%
SBC TC 11.7 3 51.875 -3.3% -1.1%
BLS TC 9.9 2 47.813 -4.1% 12.2%
T TC 13.0 3 46.875 -7.2% -14.2%

2.2% -2.7%

TOTAL:
AVERAGE 15.0 11.5% 3.8%
MEDIAN 13.0 10.6% 3.4%

S&P 500 8.7% 1.6%