Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] Cheap?
Date: Tue, 16 Jul 2002 23:42:08 -0400
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This is a multi-part message in MIME format. - ------=_NextPart_000_007F_01C22D22.65FE7C70 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable probably a little too casual a comment by me with regard to any group = doing that well, meant more as a comment that higher PE ratios = traditionally are found in groups that are perceived to have = substantially higher earnings growth potential. That said, I do still see individual stocks with forecasts of that kind = of growth, and better. - ----- Original Message -----=20 From: Fred Richards=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, July 16, 2002 11:33 PM Subject: RE: [CANSLIM] Cheap? Hey, Tom, care to let us know what tech groups are expecting 30-50% = yearly growth rates? Now, letting us all in on those secrets would be just great. Fred -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley Sent: Tuesday, July 16, 2002 10:17 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Cheap? be careful in looking at PE ratios without regard to industry groups. = Different groups historically and traditionally carry substantially = different PE ratios. Where a 20 in the insurance group might be = considered pricy, it could be cheap in a tech stock where expectations = may be for 30% or 50% growth. ----- Original Message -----=20 From: Chazmoore@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, July 16, 2002 12:43 PM Subject: Re: [CANSLIM] Cheap? Zillagirl: You may have a point, but I suspect the high S&P 500 P/E is = more a function of large techs that are still overpriced. When you look = a many of the industry groups within the 500, the P/E's are low.=20 Take a look a the large insurance groups with P/E's in the 20 range, = or GE at 19, versus EBAY at 109 and INTC at 37.=20 Charley=20 - ------=_NextPart_000_007F_01C22D22.65FE7C70 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2716.2200" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial>probably a little too casual a comment by me = with regard=20 to any group doing that well, meant more as a comment that higher PE = ratios=20 traditionally are found in groups that are perceived to have = substantially=20 higher earnings growth potential.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>That said, I do still see individual stocks with = forecasts=20 of that kind of growth, and better.</FONT></DIV> <DIV> </DIV> <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20 <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20 title=3Dadrich@gte.net href=3D"mailto:adrich@gte.net">Fred Richards</A> = </DIV> <DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20 href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= </DIV> <DIV><B>Sent:</B> Tuesday, July 16, 2002 11:33 PM</DIV> <DIV><B>Subject:</B> RE: [CANSLIM] Cheap?</DIV></DIV> <DIV><BR></DIV> <DIV><SPAN class=3D290543103-17072002><FONT face=3DArial color=3D#0000ff = size=3D2>Hey,=20 Tom, care to let us know what tech groups are expecting 30-50% yearly = growth=20 rates?</FONT></SPAN></DIV> <DIV><SPAN class=3D290543103-17072002><FONT face=3DArial color=3D#0000ff = size=3D2></FONT></SPAN> </DIV> <DIV><SPAN class=3D290543103-17072002><FONT face=3DArial color=3D#0000ff = size=3D2>Now,=20 letting us all in on those secrets would be just = great.</FONT></SPAN></DIV> <DIV><SPAN class=3D290543103-17072002><FONT face=3DArial color=3D#0000ff = size=3D2></FONT></SPAN> </DIV> <DIV><SPAN class=3D290543103-17072002><FONT face=3DArial color=3D#0000ff = size=3D2>Fred</FONT></SPAN></DIV> <BLOCKQUOTE> <DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT = face=3DTahoma=20 size=3D2>-----Original Message-----<BR><B>From:</B> <A=20 = href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis= sion.com</A>=20 [mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Tom=20 Worley<BR><B>Sent:</B> Tuesday, July 16, 2002 10:17 PM<BR><B>To:</B>=20 canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM]=20 Cheap?<BR><BR></FONT></DIV> <DIV><FONT face=3DArial>be careful in looking at PE ratios without = regard to=20 industry groups. Different groups historically and traditionally carry = substantially different PE ratios. Where a 20 in the insurance group = might be=20 considered pricy, it could be cheap in a tech stock where expectations = may be=20 for 30% or 50% growth.</FONT></DIV> <DIV> </DIV> <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20 <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20 title=3DChazmoore@aol.com = href=3D"mailto:Chazmoore@aol.com">Chazmoore@aol.com</A>=20 </DIV> <DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= </DIV> <DIV><B>Sent:</B> Tuesday, July 16, 2002 12:43 PM</DIV> <DIV><B>Subject:</B> Re: [CANSLIM] Cheap?</DIV></DIV> <DIV><BR></DIV><FONT face=3Darial,helvetica><FONT size=3D2>Zillagirl: = You may have=20 a point, but I suspect the high S&P 500 P/E is more a function of = large=20 techs that are still overpriced. When you look a many of the industry = groups=20 within the 500, the P/E's are low. <BR>Take a look a the large = insurance=20 groups with P/E's in the 20 range, or GE at 19, versus EBAY at 109 and = INTC at=20 37. <BR><BR>Charley</FONT> </FONT></BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_007F_01C22D22.65FE7C70-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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