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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mark Adams who wrote (12186)	3/19/2001 6:25:52 PM
From: Q.	Read Replies (1) \| Respond to of 78516

Wireless equipment suppliers - that's an interesting theme for out-of-favor sectors. Eventually the end users are going to start buying these products again. The three stocks mentioned in that article (avx kem vsh) are manufacturers of electronic components, and they now trade mostly at p/e ~ 5 and p/b ~ 2 on trailing twelve months. I had already picked another in the sector, AHAA, which is smaller cap which also trades at p/b = 2, but a higher price multiple of p/e = 17. Like the others, it has a nice balance sheet with lots of cash. Of all 4 stocks, AHAA and VSH are the only two where analysts are still forecasting positive eps growth over the next 12 mos. VSH isn't the strongest pick, though, because it had revenue growth of only 12% over the past year. The others grew in the range 30 - 45% YOY.