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Strategies & Market Trends : BEAT THE S&P - with Momentum, High Growth, High Earnings -- Ignore unavailable to you. Want to Upgrade?


To: David M. Sawyer who wrote (67)12/12/1998 8:33:00 AM
From: TradeOfTheDay  Respond to of 302
 
Hi David,
Not sure why that particular group of analysts did not rank EMC as being in the highest group for split potential. I agree that EMC is a great stock and certainly fits MY profile for beating the S&P 500. The screen I quoted from was from the S&P PERSONAL WEALTH site.

Bev



To: David M. Sawyer who wrote (67)12/12/1998 10:37:00 AM
From: TradeOfTheDay  Read Replies (1) | Respond to of 302
 
David, there was a list on SI recently that showed the top 10 YTD S&P stocks ... I remember both DELL and MSFT were on the list, but can't remember what other stocks were included. Have you seen this list ?
What list are you referring to and do you have a link ? I would be interested in seeing the list you're referring to ... don't want to miss any of the good ones we need to be following.

Bev



To: David M. Sawyer who wrote (67)12/13/1998 11:21:00 AM
From: TradeOfTheDay  Respond to of 302
 
David,
did you see the review of EMC taken from ONLINE INVESTOR and reprinted in THESTREET.com by Laure Edwards?

EMC
Online Investor (Dec. 9)

Enterprise storage technology firm EMC (EMC:NYSE), though not as well known as Microsoft (MSFT:Nasdaq) and Dell (DELL:Nasdaq) shows strong earnings in a promising industry and is a good buy, says Online Investor.

EMC has shown a more than 50% annual growth rate in sales and earnings over the last five years. Sales grew to nearly $4 billion this year, from only $127 million 10 years ago. A lot of this is due to EMC's Symmetrix storage system, which allows companies to centralize storage for various computing systems, including mainframes, Unix and Windows NT systems.

Competition is formidable, however. Sun Microsystems (SUNW:Nasdaq), IBM (IBM:NYSE), Dell and Compaq (CPQ:NYSE) all are aiming at the enterprise storage market. But "EMC's technological lead is substantial and unlikely to be encroached near term," says Online Investor.

. Analysts predict earnings growth of 42% this year and a long-term rate of 28%. The target price is 87, though it has reached 80 3/16 recently, upon good recommendations from analysts.



To: David M. Sawyer who wrote (67)12/15/1998 5:41:00 PM
From: TradeOfTheDay  Read Replies (2) | Respond to of 302
 
David, hope you saw this in Cramer's column in thestreet.com today :

"There are stocks in tech that have far greater revenue and earnings-per-share growth than Procter and Coke that sell at much lower multiples. As long as P&G and Coke stay up here, it emboldens me to take Lucent (LU:NYSE) and Microsoft (MSFT:Nasdaq) and EMC (EMC:NYSE), the real growers, knowing that these stocks can make or beat their numbers "