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

To: Jurgis Bekepuris who wrote (316)	12/1/2007 1:09:43 AM
From: bruwin	Read Replies (1) \| Respond to of 4719

Thanx Jurgis. I'll see how they currently match up to my criteria, and "report back".

To: Jurgis Bekepuris who wrote (316)	12/2/2007 12:06:02 PM
From: bruwin	Respond to of 4719

ISRG – Fundamentals OK, but that TTM P/E of over 106 makes it a "No-No" for me. DLB – Longer term Fundamentals look good, but shorter term numbers, such as T/O and EPS increase, are not inspiring. It would need a high P/E of about 50 to show a reasonable price increase in the medium term. NUAN – Negative EBITDA so I don’t look further. GOOG – I believe this company has never failed to amaze the Market. Many thought it was too expensive back when it was $300/share ! For most of this year its P/E hasn’t been much above 50. Even at 55 it may go to +/-$740 in 5 to 6 months time, which is only about 7% up. So it looks expensive. But there again, GOOG may surprise us once more. SNDA – I’d say this was a stock worth watching. Its numbers look good, and if it can keep up its EPS performance from the last 18 months, this share could go past $60 on a P/E of about 17. LOOP – No data at the web site that I usually use to download from. QCOM – I’ve had this stock on my list for a while (See my Board’s Header). Good fundamentals. Its last result was its Q4 so its Annual numbers are pertinent, and they look OK to me. At its current P/E of about 21 we could see QCOM go to $50+ in 5 to 6 months time. So that’s my "report back" Jurgis.