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Technology Stocks : Jabil Circuit (JBL) -- Ignore unavailable to you. Want to Upgrade?


To: MGV who wrote (5377)11/20/1999 1:17:00 PM
From: patroller  Respond to of 6317
 
New valuation

What's should we pay for the like's of a jabil?
(answer) what the market will bear.What will it bear.(answer)the market will pay 2 to 2.5 time's revenue's for a company growing in excess of 25% annual grow,take a look and you'll see.Ok how does that work?(answer) multiply 2 time's the run rate equals (market cap) divide it by the share's out standing and you have what the market will pay for a company that can grow earning's at a 25% rate over the next five years.I'll let you all figure out where that put's your investment,by the way this explain's why nobody's selling.patroller




To: MGV who wrote (5377)11/22/1999 10:15:00 AM
From: Robert G. Harrell  Read Replies (1) | Respond to of 6317
 
Mark,[MOSTLY OT] I am relatively new to this bull market and it has left me speechless. I cashed in all my stocks in 1970 to put into my nursery business and didn't get back in until my college job was privatized in 1996. I'm used to the income of an underpaid horticulturist married to an underpaid school teacher in one of the lowest wage counties in Florida. As my portfolio began to take off I started counting my gains in multiples of my old college ground's supt. job. Then I switched to multiples of the college president's undeserved salary. I never dreamed of earning 6 figures (except while I futilely chased the Amway dream) much less several multiples of that. I'm now up this year more than I wished I had made in 17 years in the nursery business plus what I made in 8 1/2 years as a government employee. I guess I could now go to a Stanford alumni meeting and not feel like a poor stepchild.

Don't suppose my FLEX buying my DIIG is going to hurt that any.

Cheers,
Bob

PS. Give Paul K. a break. His analysis has played a big part in my decision to invest heavily in ECM stocks and they have certainly helped my portfolio's outstanding performance.