RE: [CANSLIM] Cheap?

From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: [CANSLIM] Cheap?
Date: Wed, 17 Jul 2002 09:16:28 -0400

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or in the current HOT homebuilding sector where <=10 is commonplace.

- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley
Sent: Tuesday, July 16, 2002 11:17 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=3D968081613-17072002><FONT face=3DArial>or in the =
current HOT=20
homebuilding sector where &lt;=3D10 is commonplace.</FONT></SPAN></DIV>
<BLOCKQUOTE style=3D"MARGIN-RIGHT: 0px">
  <DIV></DIV>
  <DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
  face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B>=20
  owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
  <B>On Behalf Of </B>Tom Worley<BR><B>Sent:</B> Tuesday, July 16, 2002 =
11:17=20
  PM<BR><B>To:</B> 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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