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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: Warpfactor who wrote (14309)6/7/2002 11:03:25 AM
From: pvz  Read Replies (1) | Respond to of 23153
 
Warp, if you - or anybody else for that matter - are interested, I would be very happy to post my calculations and we could discuss the assumptions.

I don't think trailing PE's are at all relevant at the moment. I do have some questions regarding the reliability of forward estimates, but IMO they are less inaccurate than trailing.

Also, I haven't been able to find the IBES estimates and have been using S&P numbers instead, which are updated weekly. I have a small discrepancy between my valuation and Larry Dudash's. It could be due to this or maybe something else, but in any event it's not significant enough to change my view.