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Strategies & Market Trends : Undervalued Stocks = Low P/E to Growth Ratios -- Ignore unavailable to you. Want to Upgrade?

To: SirAlexx who wrote (295)	1/26/1998 10:18:00 PM
From: Robert T. Quasius	Respond to of 297

I took a good look at FIBR months ago. While doing my DD, I was very turned off by the substantial related party transactions for FIBR, so I steered clear of it. A couple of stocks that look very good right now are HMAR and TMAR. The companies service the offshore oil and gas drilling industry with supply boats, etc., and have been hit hard by the drop in oil and gas prices, which IMHO is a short term thing. Long term, the demand for oil and gas is outstripping supply and additions from drilling activity. HMAR has a consensus growth rate of 42.5%, a FY97 P/E of 12, and a FY98 P/E of 7. TMAR has a consensus growth rate of 30%, a FY97 P/E of 10, and a FY98 P/E of 7. These P/Es are based upon Zacks data, and do not reflect todays drop in these stocks. If you calculate it out, the PEGs on these two stocks are very low, and both are worth a good hard look.