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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?


To: JoeinIowa who wrote (4058)12/29/2003 5:53:33 PM
From: Sergio H  Read Replies (3) | Respond to of 23958
 
Trades:

CYAN bought @ 1.50

ARTX sold @ 1.91
CRV sold @ 5.41
FORG sold @ 2.46
TRIB sold @ 5.14

Making room for "new blood."

Ken, and Mickey....I was kidding on PACW, but when compared to INAP's fundies you'd think that PACW is worth backing up the truck for.

Sergio



To: JoeinIowa who wrote (4058)12/29/2003 11:21:11 PM
From: Jibacoa  Read Replies (1) | Respond to of 23958
 
A member of my 20/20/20 club.(PE under 20, revenue and earnings growth over 20.)

Here is a list of some companies with low PEs and improving earnings. (Only listing names starting with A in order not to make the list too long.<g>)

Most of them are above my buying range, albeit a few have options, but I have been trying to stay away from options, which are not considered healthy at my age.<g>

Take a peek at LEND: PE 8 E-2003 earnings $4.90 (that's more than 100% from 2002) and E-2004 earnings $5.05 (not that much growth, but at least holding up there <g>)

bigcharts.marketwatch.com

ACE PE 15 E-2003 earnings $4.15 (that's about 140% from 2002) and E-2004 earnings $5 (about 20% better.<g>)

bigcharts.marketwatch.com

ADVNA PE around 10 E-2003 earnings $1.32 (vs.$0.97 loss in 2002) and has a 2% dividend.<g>

bigcharts.marketwatch.com

AET PE 12 E-2003 earnings $5.06 (vs. $2.90 in 2002)

bigcharts.marketwatch.com

AMRI PE 14 revenues up more than 20% but E-earnings are lower than in 2002.<g>

bigcharts.marketwatch.com

ALL PE 12 E-2003 earnings $3.75 vs. $1.13 and pays 2.2% dividend.<g>

bigcharts.marketwatch.com

AT PE 14 E-2003 earnings $3.15 vs. 2.96 and pays a 3.3% dividend.<g>

AEP PE 13 E-2003 earnings $2.21 vs. a los of $0.51 and pays a 4.8% dividend.<g>

AIG PE 17 Revenues continue to improve, E-2003 earnings $3.87 vs $2.10

ASO PE 14 albeit E-2003 earnings only $1.77 vs. $1.68 but pays a 4% dividend.<g>

APC PE 9 E-2003 earnings $5.19 vs. $3.21 (Dividend only 1.2%, but not that bad these days.<g>)

ATH PE 15 E-2003 earnings $5.20 vs. $4.51, revenues also increasing and E-2004 earnings $6.09

AOC PE 12 Revenues increasing, but E-2003 earnings unchanged from 2002 at $1.84 however the E-2004 earnings at $2.17 are expected to be about 17% better and dividend is around 2.7% .<g>

APA PE 11 Revenues increasing, E-2003 earnings $7.18 vs $3.60 that's is about 96% improvement.<g>

ARM PE 10 Revenues increasing albeit E-2003 earnings only $2.34 vs. $2.08 and the dividend is only 1.9% <g>

ASBC PE 14 but E-2003 earnings only $$3.05 vs. $2.79 and revenues not increasing. Dividend 3.2%

T PE 17 E-2003 earnings $2.38 vs.$1.26 about 89% better, but revenues continue down and E-2004 earnings down to around $1.70 Dividend close to 5% <g>

ACAI PE 8 E-2003 earnings $1.29 vs. $1.18. Revenues more than 20% improvement in past 3 yrs. but E-2004 earnings down around $0.75 <g>

AVE PE 18 Revenues up in last 2 yrs. E-2003 earnings $3.57 vs. $2.75 and E-2004 earnings $4.10 Dividend only 1% <g>

That's about it for "A" (If someone is interested on low PEs of other letters from "B" to "Z" let me know, I usually keep the list just to look at it,since as I mentioned most of those companies are out of my buying range.<g>)

Bernard



To: JoeinIowa who wrote (4058)12/30/2003 12:24:24 PM
From: Jibacoa  Read Replies (1) | Respond to of 23958
 
At this point after todays huge move I don't have a problem booking the gain.

Yes, but we didn't sell since we knew what your intentions were in asking Sergio to take it off from the folio.<g>

Bernard