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

To: Sergio H who wrote (8270)	6/1/2005 8:57:52 PM
From: Sal D	Read Replies (1) \| Respond to of 23958

OK OK lets start with market cap at 1.25B I would consider this a medium sized company, they are in the top 11% industry wise in market cap. I don’t really see how the size of a company relates to its ability to create profits other than possibly a risk factor, the smaller company may not be able to handle a major or unexpected set back as well as a larger company. QSFT seems safe enough in this category. PE Ratio although at 22.77 I might consider this a little high but not for a Technology stock and being in the top 22% industry wise again QSFT is not suffering here. PEG Ratio (PE Ratio divided earnings growth rate) this ratio is a little ambiguous if you ask me but QSFT at 1.18 is probably saying hold more than anything and is still in the top 21% industry wise, not helping but not hurting. Revenue growth at .25 a little week but still in the top 26% industry wise. First-quarter earnings rise on higher revenue, but company warns on 2Q this cant look good to investors. EPS Growth, now this has got to be what I like the most they are in the top 2% industry wise. Over the last 4Q they have met or bet estimates, there is still that 2Q warning though. Still all in all you have to like this. Long-term growth rate at 18% not to shabby and in the top 19% industry wise, nothing to scare me away here. Return on Equity at only 9.63% QSFT is suffering here a little. Although they are still in the top 30% industry wise I would like to see this a lot higher. One strike. They have a bunch of cash and no debt. A plus in anyone’s book. Nice profit margins and if you’re looking for something that stands out how about the Qtrly earnings growth (yoy) 2241% The only negative I see on the key stats is free cash flow does that mean all there cash is tied up in one thing or another? Insiders and Institutions own a decent chunk. All in all you got to like what you see. I bought it on the TA and I’m sticking with it for now although I’m down 2%. Maybe Ken was right.