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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: John Harton who wrote (11012)	1/7/2005 12:11:41 AM
From: Berney	Read Replies (1) \| Respond to of 11051

JH, Been a long time !! Glad to hear you're still kicking. My FA analysis was dated 11/30/04, and represented a 2 mo effort encompassing the entire S&P 500. Never tried a group that big before and not sure I'll do it again. :o) DD - It ranked 16th of the 33 stocks in the Materials sector. It received a FA score of zero (with 12 being perfect and -3 being the worst). The Valuation formula shows that it is fairly valued on the basis of an average of 03, 04 & 05 eps. The current PE is 22.3 with a projected growth rate of 10.7 and a historical 3 yr growth rate of 2.1. My favorite stock in the Materials sector actually got kicked out of the S&P last month. It is WOR and had a FA score of 6, which was tied for the best in the sector. The valuation formula shows plenty of appreciation potential. The current PE is 12.6, as compared to the projected growth of 15 and 3 yr growth rate of 18.3. Also outside the S&P, you may want to look at GFF and SCHN. GE - Without going into the same detail, it ranked 51st of the 59 stocks in the Industrials sector, has a FA score of 3, and is currently fairly valued. FWIW, technically for some time I thought it would go to 39. My favorite stocks in this sector are PCAR, CD, and LLL. In the smaller stocks in this category, you might look at NCS. KO - It sure seems like it should be timely, but it is ranked 27th of the 36 stocks in the Consumer Staples sector. It has a FA score of 3 and is reflected as fairly valued. Technically, I think one needs to look at the monthly chart, as the brutal down trend looks like, it may have a couple of more months to run. Such is MHO and View from the Swamp, For old Times, Berney