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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (99)	10/25/2000 7:57:54 PM
From: Jenna	Read Replies (2) \| Respond to of 6445

<<New Earnings Plays for Week of October 30 through November 3rd posted on the Calendar starting tonight>> Anything relevant for Friday (27th) will be added to the calendar tonight. Fortunately we have about 1/3 the amount so we can focus a lot on fewer stocks. Tomorrow's list, like todays, will consist of those that reported, or are about to report and are likely to move up soundly based on technicals, fundamentals and historical chart patterns. (i.e. TECH, NETE, MENT,etc.) Short plays and Options plays will be posted when applicable.

To: Jenna who wrote (99)	10/26/2000 1:17:32 AM
From: Jenna	Read Replies (2) \| Respond to of 6445

VSH, KEM, AVX Soaring Earnings but Stocks still Plummet Although KEM (an earnings play) did move up in anticipation it gave back most of the gains. VSH reporting this morning (Thursday before the open) barely enjoyed any anticipation being caught up in the maelstrom of dropping prices that did not distinguish between "blimp" or "skinny minny" stock. AVX with a PEG of .03! 300% eps growth! upgraded from .81 to .91 cents this quarter. If I were investing, I'd rather take a second look at stocks like KEM and VSH than get aboard the spiraling down staircase of the overvalued blimps. When and if things do stabilize and analysts actually analyze companies (the old way) they won't come up with embarrassing valuations that boomerang back to the analyst, brokerage and whomever was responsible for these " upwardly revised price and earnings estimates". VSH at a 73% Discount PE Multiple of 7.1 X, vs. the 26.1 X average multiple at which the Semiconductors SubIndustry is priced. Valuation for VSH year 2000 VSH has a P/E of 7.1x earnings and what's even more unusual is that its PEG Ratio is .02 (below 1 is considered undervalued, this valuation of .02 is undervalued to the extreme) Earnings Estimates for VSH Q1a $0.56 vs. $0.12 366.7% Q2a $0.96 vs. $0.16 500.0% 6 mos. $1.52 vs. $0.28 Q3e $0.97 vs. $0.20 385.0% Q4e $1.03 vs. $0.28 267.9% KEM Trades at a 75% Discount PE Multiple of 6.6 X, vs. the 26.1 X average multiple at which the Semiconductors SubIndustry is priced. A P/E of 6.6! Earnings estimates for 2001 for KEM Q1a $0.90 vs. $0.06 1,400.0% Q2a $1.08 vs. $0.12 800.0% 6 mos. $1.98 vs. $0.18 Q3e $0.94 vs. $0.22 327.3% Q4e $0.94 vs. $0.44 113.6% Earnings Growth for AVX for 2001 Q1a $0.68 vs. $0.10 580.0% Q2a $0.89 vs. $0.15 493.3% 6 mos. $1.57 vs. $0.25 Q3e $0.91 vs. $0.23 295.7% Q4e $0.94 vs. $0.39 141.0%