RE: [CANSLIM] Cheap?

From: "Fred Richards" <adrich@gte.net>
Subject: RE: [CANSLIM] Cheap?
Date: Tue, 16 Jul 2002 22:33:27 -0500
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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 -----
  From: Chazmoore@aol.com
  To: canslim@lists.xmission.com
  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.
  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.

  Charley

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<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>&nbsp;</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>&nbsp;</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>=20
  owner-canslim@lists.xmission.com=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>&nbsp;</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&amp;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>

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