Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (12249)	4/1/2001 1:37:52 PM
From: TimbaBear	Read Replies (1) \| Respond to of 78549

Hi Paul and Board! Thought I'd share the results of the following screen that I ran this morning. I've not had time to research any of these, I'm just providing the whole list. The screen was done using "Market Guide", I used one of their preset screens and then modified it by deleting some of their parameters and adding some of my own. Here are the screening parameters: ROE >= 25 AND ROI >=20 AND ROA >= 10 ROE/ROI <= 1.2 (this was one of their presets, and I'm not sure of its implications) OPmgn5YR>= 5 AND OPmgnTTM>=OPmgn5yr SALES%chgTTM > SALES5yrCGr PE TTM<=SALES3YRCGr AND PE <=12 The companies that met all of the above criteria were: ACLNF, AMK, ASMI, AVX, BELFB, CAMT, DRAM, DIOD, DHULZ, ESIO, HELX, IVIS, MKSI, PLT, SBR, SNDK, SAWS, SILI, MARY, TELOZ, TER, TIRTZ, TOPP, VSEA, WSC. Using the "details" and "profile" views on Yahoo, they look pretty good preliminarily. A couple of them appear to currently be Bulletin Board stocks and I didn't look any closer at them. A lot of Semiconductor-related stocks, which makes sense given the hammering that sector has taken. Let me know what you think. Timba

To: Paul Senior who wrote (12249)	4/2/2001 12:05:24 PM
From: Bob Rudd	Respond to of 78549

Paul: STEI Sold 1/2 position on 2/20 @ 3.75 and rest today @ 4.70 [cost 1.95]. Part of the driver was an expected increase in death rate due to rough December weather - That happened, but Jan & Feb were kinder months. BW's Gene Marcil speculated on takeover for SRV and that's produced a pop in both STEI and SRV. Marcil is an idiot whose advice is consistently wrong. SRV has way too much debt to be considered a candidate for an LBO. STEI looks better, but still unlikely, so I harvested the pop. May return if it drops back, which I expect. Thanks for the good word.