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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (50012)	1/23/2002 10:58:37 PM
From: Thomas Tam	Read Replies (1) \| Respond to of 54805

What is the group's opinion of whether SEBL is expensive right now? For '02 estimate is .55 a share making the P/E at a share price of $34.80 of 63. If we estimate 20% earnings growth for '03, that results in earnings of .66 and a P/E of 52 with a share price of 34.80. Is my estimate of earnings growth low, with the expected turnaround? Or has the market priced in the earnings growth for '03? Are the risks short-term greater than the rewards for long-term appreciation? Have recently had stocked called away, but question re-establishing a buy stock cover call play at this point versus waiting for a retreat in share price. Thoughts anyone... Later