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

To: Paul Senior who wrote (18688)	2/26/2004 2:47:39 PM
From: - with a K	Read Replies (1) \| Respond to of 78480

AUO looks like a growth stock that is value priced. I'm in. Other things I found attractive: a tech company on the NYSE; pays a small dividend and has a low payout; two analysts expect 39% annual growth next five years; PEG of .21 and forward PE of 9.1; Yahoo shows a forecasted decline in EPS of $1.56 for next year, but up .42 in last 90 days and up from $1.08 year ago. finance.yahoo.com P/CF is 11.0 vs. industry ave 26.3; LT D/E .2 vs. industry .5; ROE 9.2% vs. industry -1.9% (Multex) Company: AUO Date: 2/26/04 Next year's expected earnings: $1.56 EPS growth rate used for estimate: 15 P/E maximum used for estimate: 15 Graham Fair Value: $49.42 Current Price: $16.83 $ difference: $32.59 Percent Growth to Fair Value: 193.65% stockcharts.com[h,a]waclyiay[dd][pc20!b50!f][vc60][iut!Ub14!Lc20]&pref=G

To: Paul Senior who wrote (18688)	6/15/2004 11:35:51 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78480

I'm still holding my few shares of AUO (and GNSS too). My unsupported-by-facts guess is that AUO is a well-known Chinese stock in a rapidly growing subsector that supplies popular products to the masses, and so this stock attracts the gambling instinct of Chinese traders. Hence the volatility as the punters take (or lose)profits based on trading trends they see. I remain positive about the company prospects and its market, although I'm no expert.