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

To: Spekulatius who wrote (19807)	10/20/2004 12:01:45 AM
From: Spekulatius	Respond to of 78602

Sold my position in APC. The stock reached LT gains status a few days ago and I wanted to reduce my exposure to the oil patch. I am still holding PCZ and my recent buy TREK.OB

To: Spekulatius who wrote (19807)	10/22/2004 3:55:56 PM
From: - with a K	Respond to of 78602

OVTI a current favorite of these guys: The top 100 investors at Marketocracy.com are looking to image sensor company OmniVision Technologies (nasdaq: OVTI - news - people ) to rally back from a brutal first half of 2004. The stock lost 68% of its value from January through mid-August, much of that coming in June when the company said it was going to restate earnings because of questionable accounting. Most investors at the trading simulation Web site aren't interested in the stock, but gurus like its multiple of 13.3 times earnings and a price-to-earnings growth (PEG) ratio of 0.6. Shares have been recovering since the August lows and closed Thursday at $15.62, up 70% from its Aug. 12 low of $8.96. Because the best investors are the only ones buying, OmniVision is currently rated a strong buy at Marketocracy. forbes.com OVTI Yahoo VALUATION MEASURES Market Cap (intraday): 857.83M Enterprise Value (22-Oct-04)³: 633.21M Trailing P/E (ttm, intraday): 12.96 Forward P/E (fye 30-Apr-06)¹: 12.68 PEG Ratio (5 yr expected)¹: 0.58 Price/Sales (ttm): 2.38 Price/Book (mrq): 2.74 Enterprise Value/Revenue (ttm)³: 1.71 Enterprise Value/EBITDA (ttm)³: 5.95 FINANCIAL HIGHLIGHTS Fiscal Year Fiscal Year Ends: 30-Apr Most Recent Quarter (mrq): 31-Jul-04 Profitability Profit Margin (ttm): 19.56% Operating Margin (ttm): 28.13% Management Effectiveness Return on Assets (ttm): 23.00% Return on Equity (ttm): 26.96% Income Statement Revenue (ttm): 370.09M Revenue Per Share (ttm): 6.012 Revenue Growth (lfy)³: 191.90% Gross Profit (ttm)²: 124.02M EBITDA (ttm): 106.49M Net Income Avl to Common (ttm): 72.37M Diluted EPS (ttm): 1.174 Earnings Growth (lfy)³: 283.40% Balance Sheet Total Cash (mrq): 247.74M Total Cash Per Share (mrq): 4.39 Total Debt (mrq)²: 0 Total Debt/Equity (mrq): 0 Current Ratio (mrq): 7.149 Book Value Per Share (mrq): 5.692 Cash Flow Statement From Operations (ttm)³: 67.40M Free Cashflow (ttm)³: 59.94M