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

To: Paul Senior who wrote (4315)	6/21/1998
From: Shane M	Respond to of 78711

Paul and Mike, Thanks to both of you for the comments on JOB. The thing that sets JOB apart to me is revenue growth. They've shown they can grow the top line at @30% annual pace while maintaining good margins and have been expanding locations. I have no firsthand information concerning their level of expertise. Their margins would seem to indicate they have it, but per MIke perhaps they have no real competitive advantage in the IT/accounting area. Like he mentioned, perhaps they were just lucky. Below I've listed some numbers for competitors in the area. Prices are as of end of May I believe, and the ratios are based on them. They are sorted in order of highest 12mm margins to lowest. OLS clearly seems out of pattern with the others. Hope this is useful. Thanks again. Shane ticker mktcap price pe psps pbvps pcfps SPSchg ltd_eq_q1 npm_12m roe_12m JOB 50 12.5 17.6 1.52 6.19 16.7 33.39 0 8.5 34.6 HIR 34 12.4 10.2 0.98 2.87 9.2 8.41 0.9 7.7 22.4 RHI 4655 50.6 44 3.26 10.06 37.5 46.24 0.9 7.2 22.3 RCMT 158 20.8 25.6 1.21 3.36 21.6 24.53 0 4.2 11.5 STAF 727 36.8 32.2 1.41 3.48 23.9 -2.78 24.4 3.9 9.8 ASI 3637 32.9 33.3 1.35 4.13 24 82.24 57.1 3.8 11.7 REMX 262 29.1 21.7 0.63 4.83 17.8 21.47 0.4 2.9 22.4 OLS 848 12.4 11.6 0.24 1.19 6.7 16.3 52.8 2.1 10.2 MAN 3462 42.9 22.2 0.45 5.44 17.3 22.33 32.4 2.1 25 KELYA 1274 36.8 17.1 0.36 2.48 12.7 13.76 0 2.1 14.4 NRL 615 22.6 23.3 0.45 2.81 16 17.37 27.7 1.9 11.6 WSTF 266 25.8 24.8 0.44 4.49 15.6 13.89 32.6 1.8 18 STFF 675 28.5 20.8 0.34 10.52 17.5 12.4 0 1.6 49.8 BBSI 85 12.6 22.1 0.3 2.82 15.4 33.76 1.7 1.4 12.6 SBLI 38 1.6 9.8 0.07 0.62 3.7 15.9 72.6 0.7 6.1