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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: Scott H. Davis who wrote (113)	12/29/1997 1:04:00 AM
From: Steve S	Respond to of 1720

I agree that SBEI looks attractive. Current P/E way below next year's EGR (by a factor of 7) no debt, little institutional ownership. Return on Equity >40%, net margin last quarter was 18%. I'll be watching that chart like a buzzard for a breakout into an uptrend. Appears to be a very cheap entry into the often-overpriced networking hardware area. BTW, I just discovered this subject. I use PEG and P/S ratio, along with TA to screen stocks. My biggest frustration is holding them too long and watching profitable positions turn into round trips. Steve

To: Scott H. Davis who wrote (113)	12/29/1997 2:59:00 AM
From: HeyRainier	Read Replies (2) \| Respond to of 1720

[ Stock Chat ] Scott, Thank you for coming by and keeping the thread active during my absence. I'm still vacationing right now, but with the trading week coming up, I thought it would be a good time to resume the posts, albeit in a limited manner still. I'm on-line as of right now, and will be looking at the FA and TA on the stocks you mentioned (INVX, SBEI, TRIBY ADIC, AXC, CGN, DWSN, TMAR, or as many as I can) The FA will be dry and will consist of earnings projections, balance sheet items, analyst estimates, etc, but will have little in terms of the "story;" to complement the FA, I will also provide the TA, and it will look at the stock's technical health, but as we've noted, many of these value issues we are seeking are very likely suffering from year-end tax selling, which could reduce the validity of some of the technical signals being generated. I'll get back in about an hour to post some of my findings. Again, thanks for coming by and contributing. The perspective you provide continues to make this thread even stronger. Regards, Rainier