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Winners, Losers and Opportunities (.pdf)NOTE: To preserve the exact look of this table as it appears in the magazine, it has been saved in Adobe's Acrobat portable document file (.pdf) format. It may then be viewed with the Adobe Acrobat Reader. If don't already have Adobe's Acrobat Reader software installed on your machine, visit Adobe's Acrobat Web site at: http://www.adobe.com/prodindex/acrobat/readstep.html and follow the instructions to download the helper application for your computer system. Once you have installed the software, use the "Back" button on your browser to return to BW Online. Click here for a .pdf version of these tables.
1998's WINNERS...
EARNINGS CHANGE
FROM 1997
MISCELLANEOUS LEISURE 708%
HEALTH-CARE SERVICES 338
PAPER 268
PRINTING & ADVERTISING 232
INSTRUMENTS 163
APPAREL 162
AEROSPACE & DEFENSE 92
EATING PLACES 86
APPLIANCES 79
PAPER CONTAINERS 75
...AND LAGGARDS
EARNINGS CHANGE
FROM 1997
NONFERROUS METALS -65%
COAL, OIL & GAS -46
AUTO PARTS -39
RAILROADS -33
SEMICONDUCTORS -24
ENTERTAINMENT -23
STEEL -21
ELECTRICAL PRODUCTS -15
GAS UTILITIES -14
MEDICAL PRODUCTS -11
1999's WINNERS...
EST. EARNINGS CHANGE
FROM 1998
AUTO PARTS 113%
MEDICAL PRODUCTS 97
COMPUTERS & PERIPHERALS 96
FOREST PRODUCTS 83
SEMICONDUCTORS 73
RAILROADS 68
ENTERTAINMENT 64
POLLUTION CONTROL 63
COAL, OIL & GAS 61
TELECOMMUNICATIONS 55
...AND LAGGARDS
EST. EARNINGS CHANGE
FROM 1998
PETROLEUM SERVICES -9%
STEEL -4
CONSTRUCTION & ENG. +2
CHEMICALS +5
TOBACCO +5
BUILDING MATERIALS +7
TIRE & RUBBER +7
TEXTILES +9
FINANCIAL SERVICES +9
ELECTRICAL UTILITIES +9
Because of losses in 1997, earnings gains or losses cannot be calculated on a
percentage basis for broadcasters, forest products, and pollution-control
companies. Because of estimated losses in 1998 and 1999, earnings gains or
losses cannot be calculated on a percentage basis for broadcasters.
DATA: I/B/E/S INTERNATIONAL INC., STANDARD & POOR'S COMPUSTAT
A MENU OF INVESTMENT OPPORTUNITIES
If you analyze the data by certain criteria, some companies pop out. Be
careful, though. Unusually high or low percentages could also be a sign of
trouble. This is just a starting point for further research.
LOW P-E RATIO, HIGH EARNINGS GROWTH
These companies have a low p-e ratio, and 1999 earnings are forecast to
increase smartly
PERCENT CHANGE
EARNINGS
P-E RATIO 1998-99
COMPUCOM SYSTEMS 8.6 62%
NINE WEST GROUP 7.6 35
KAISER ALUMINUM 9.7 33
CELLSTAR 7.8 29
VENATOR GROUP 11.9 45
OAKWOOD HOMES 12.8 59
ORION CAPITAL 8.5 27
KAUFMAN & BROAD HOME 12.7 37
ADVANTA 0.8 20
STAFF LEASING 6.8 20
LOW PSR, BIG STOCK-PRICE INCREASE
Companies with both a low price-sales ratio and a jump in stock price in 1998
PRICE
CHANGE
DEC. 31, 1997- PRICE-SALES
NOV. 30, 1998 RATIO
BINDLEY WESTERN INDS. 67% 0.11
BERGEN BRUNSWIG 48 0.18
NVR 80 0.29
MUSICLAND STORES 132 0.33
INGRAM MICRO 46 0.28
MICRO WAREHOUSE 96 0.44
BROWN GROUP 35 0.21
LANDSTAR SYSTEM 55 0.33
AMES DEPT. STORES 36 0.23
SHOPKO STORES 47 0.32
CHEAP STOCKS
Companies with both a low price-to-book percentage and a low price-earnings
ratio
PRICE AS
PERCENT OF P-E
BOOK VALUE RATIO
NOVACARE 33% 3.7
NATIONAL STEEL 35 2.9
ADVANTA 49 0.8
VENCOR 35 5.2
AGCO 48 3.8
LTV 32 7.9
STANDARD COMMERCIAL 66 4.3
TERRA INDUSTRIES 51 6.9
CASE 76 5.0
ARKANSAS BEST 70 6.1
STOCKS WITH BIG PRICE INCREASES
The prices of these companies' stocks jumped the most in 1998
PRICE CHANGE
(DEC. 31, 1997 - NOV. 30, 1998)
AMAZON.COM 537%
YAHOO! 455
AMERICA ONLINE 287
BEST BUY 213
DELL COMPUTER 190
EMC 164
MICRON ELECTRONICS 149
APPLE COMPUTER 143
MUSICLAND STORES 132
ASCEND COMMUNS. 129
THE ''A'' LIST
Companies with a market cap of above $5 billion and an A- or better S&P Stock
Ranking, where return on equity (ROE) and estimated earnings growth are above
the average and the p-e to growth rate (PEG) is below the average
PRICE
MARKET CHANGE LONG-TERM S&P
VALUE 12/31/97- EARNINGS EQUITY
BILLIONS 11/30/98 ROE PEG GROWTH RANKING
MBNA $17.1 25% 33.7 1.1 20.0% A-
INTEL 179.4 53 25.7 1.4 20.0 A-
EQUIFAX 5.9 17 47.0 1.6 17.7 A-
SERVICEMASTER 6.4 10 20.3 1.9 17.3 A+
CARNIVAL 20.5 25 18.8 1.5 17.1 A
FREDDIE MAC 41.1 44 16.1 1.8 15.0 A+
NEWELL 7.2 4 22.7 1.4 15.0 A+
DAYTON HUDSON 19.8 33 17.4 1.5 15.0 A
STATE STREET 11.0 18 19.2 1.7 14.6 A+
SLM HOLDING 7.3 11 78.7 1.1 14.0 A
HIGH HOPES FOR EARNINGS
These companies' earnings are forecast to move ahead strongly in 1999
PERCENT CHANGE
1998-99
SPORTS AUTHORITY 611%
POLAROID 530
SAFETY-KLEEN 524
READER'S DIGEST ASSN. 381
MEDPARTNERS 380
NATIONAL FUEL GAS 284
COMPAQ COMPUTER 278
U.S. OFFICE PRODUCTS 273
MOTOROLA 260
VANSTAR 258
DATA: AS OF NOV. 30, I/B/E/S INTERNATIONAL INC., STANDARD & POOR'S COMPUSTAT, A
DIVISION OF THE McGRAW-HILL COMPANIES
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Updated Dec. 17, 1998 by bwwebmaster
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