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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?


To: kolo55 who wrote (1488)5/3/1998 8:05:00 PM
From: jeffbas  Read Replies (1) | Respond to of 2542
 
It seems to me that if you buy a package of the ECM leaders at an average P/E equal to or less than the market P/E you have a no-brainer guaranteed RELATIVE outperformance versus the market over any longer term period of time. I really think it is as simple as that.