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Author: Larry01Gott Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 3435  
Subject: Pre-earnings ratings for LG's stocks Date: 10/11/2003 12:36 AM
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I've reproduced data for all the (currently) 76 stocks I am following below. I've have put the China Five in italics, and the current Fab 15 in bold.

In early November, I will post this again so everybody can see the changes due to earnings results -- but day by day I'll keep us posted about developments.

Here's what I said three weeks ago when I posted a similar list:

Most of these stocks are companies that are fast-growing currently.
Some are stocks that are previous high-flyers, that I use as benchmarks to evaluate the
current stocks.
(And some of those 2001 high-flyers are rising again!)
A few stocks are there for my personal interest, i.e. Quovadx, CardioDynamics.

Now, a couple of caveats:
First, A stock is more
than its score. (poetry)
[but as a general guideline, I try to buy stocks with a rating over 70.00]

And second, sadly, in today's society, I must post this disclaimer:
Disclaimer: All information contained herein is the sole property of Larry Gott, the
author and creator, and is not intended to recommend, persuade, discourage, or
otherwise motivate the recipient or holder to buy or sell or otherwise trade any shares
of stock whatsoever.
The rating shown is a mathematical construct for the sole use of the author and creator,
Larry Gott; and is a weighted average of different factors which the author has found to
be relevant in stock price appreciation and safety. All rights reserved, Larry Gott 2003
(my humble apologies, but I'm sure you understand!)


Note: this may print better "Landscape" if the right columns don't print ok.


Larry's complete stock list

PRE-EARNINGS SEASON NextQtr NextQtr Return
10/03/03 RevY2Y EarnY2Y on invested
10/10/03 22:47 10/03/03 Rating NextQtr NextQtr Growth Growth capital
Company Symbol Price Score P/E PEG.R Rate Rate ROIC
------------- ----- ----- ------ ----- ----- ----- -----
1 Sohu.com Inc SOHU 33.38 82.68 56.58 0.27 206.7% 999.9% 10.66%
2 Sina Corp SINA 37.70 82.01 71.13 0.36 196.1% 999.9% 5.15%
3 NetEase.com NTES 61.86 81.16 60.06 0.35 127.8% 999.9% 10.01%
4 Nam Tai Electronics NTE 28.57 79.86 24.84 0.19 139.0% 113.1% 3.47%
5 j2 Global Comm JCOM 43.16 77.93 48.49 0.99 48.0% 66.7% 8.32%
6 SanDisk Corp SNDK 71.41 76.99 41.52 0.48 87.8% 342.5% 4.98%
7 Schnitzer Steel SCHN 35.49 75.86 12.61 0.20 69.9% 292.3% 4.74%
8 Starcraft Corp STCR 30.42 75.83 11.70 0.10 115.0% 275.0% 39.20%
9 United Online Inc UNTD 35.34 75.67 35.70 0.80 43.7% 999.9% 6.94%
10 Comtech Telecomm CMTL 26.78 75.32 26.41 0.34 75.7% 387.5% 3.58%
11 EPIQ Systems EPIQ 15.75 75.25 22.50 0.25 90.7% 105.3% 2.86%
12 Lexar Media LEXR 20.10 74.82 60.91 0.54 99.1% 285.0% 12.22%
13 Marvell Tech MRVL 40.61 74.81 49.71 0.84 58.2% 98.9% 0.38%
14 Netscreen Tech NSCN 22.16 74.58 36.75 0.53 65.9% 130.8% 3.13%
15 Endo Pharmac'l Hldg ENDP 23.29 74.06 19.42 0.45 44.7% 89.3% 9.76%
16 Omnivision Technol. OVTI 46.20 73.63 51.91 0.35 135.0% 116.7% 2.74%
17 Portfolio Recovery PRAA 24.76 72.82 20.13 0.35 55.9% 48.7% 4.95%
18 Martek Biosciences MATK 52.61 72.67 99.26 0.89 109.9% 999.9% 1.90%
19 Silicon Laboratories SLAB 48.40 72.41 50.95 0.93 48.6% 56.4% 6.18%
20 eResearchTech ERES 36.70 72.01 83.03 1.67 51.4% 135.7% 5.35%
21 Merge Technol. MRGE 17.15 71.54 34.65 0.81 37.2% 53.7% 6.14%
22 Gen-Probe GPRO 27.08 71.52 42.31 1.24 28.5% 102.3% 3.56%
23 UTStarcom Inc UTSI 35.17 71.45 25.30 0.30 87.2% 73.7% 3.81%
24 WebEx Comm WEBX 21.67 70.56 42.49 1.31 31.0% 63.2% 7.05%
25 Packeteer Inc PKTR 14.44 70.50 48.13 1.48 32.1% 141.7% 3.14%
26 Amer Pharm Partn APPX 30.38 70.25 29.13 0.95 30.3% 91.5% 9.34%
27 Artisan Components ARTI 18.00 70.09 46.15 0.54 83.8% 60.0% 1.47%
28 Biolase Technology BLTI 11.80 70.08 55.92 1.18 49.3% 94.8% 4.63%
29 Cree Inc CREE 19.01 69.87 32.78 0.61 45.5% 236.8% 2.15%
30 Advanced Neuro ANSI 40.77 69.85 74.13 1.10 67.8% 63.2% 1.69%
31 Safenet Inc SFNT 38.38 69.73 51.86 0.53 93.2% 148.2% 2.46%
32 U of Phoenix Online UOPX 71.74 69.62 78.84 1.44 52.2% 51.7% 7.82%
33 FTI Consulting Inc FCN 18.24 69.57 11.05 0.14 73.5% 91.0% 4.16%
34 Quality Systems QSII 46.02 69.49 35.95 1.15 30.8% 41.2% 4.37%
35 Vital Images VTAL 20.59 69.00 92.75 1.91 46.4% 97.3% 1.82%
36 Corinthian Colleges COCO 59.18 68.68 38.43 0.93 38.8% 38.7% 8.71%
37 Eon Labs ELAB 39.31 68.54 27.49 1.15 10.1% 30.3% 6.03%
38 China YuchaI Int'l CYD 17.96 68.50 11.02 0.22 65.0% 61.9% 5.63%
39 Ceradyne Inc CRDN 24.45 68.06 31.75 0.62 51.7% 216.3% 4.44%
40 Teva Pharmaceut. TEVA 58.30 67.51 29.15 1.00 26.8% 51.0% 9.51%
41 Biosite Inc BSTE 27.68 67.45 17.81 0.27 60.9% 100.0% 4.48%
42 Mercury Interactive MERQ 50.16 65.54 57.52 2.13 27.7% 53.3% 2.87%
43 Taro Pharmaceut. TARO 58.95 65.26 30.23 0.62 47.7% 37.9% 4.65%
44 Emulex ELX 27.60 64.69 30.84 1.68 19.3% 32.9% 1.77%
45 Network Appliance NTAP 22.87 64.68 76.23 2.58 31.3% 82.9% 2.36%
46 Apollo Group 'A' APOL 67.64 64.58 52.03 1.70 30.0% 42.0% 7.27%
47 Synovis Life Tech SYNO 25.98 64.54 54.93 1.38 38.1% 59.1% 4.11%
48 Websense Inc WBSN 22.18 63.03 29.57 0.96 29.4% 15.0% 2.92%
49 Huaneng Power Int'l HNP 55.46 62.94 14.91 0.61 20.0% 16.4% 6.15%
50 Corporate Exec Brd EXBD 48.17 62.52 50.71 1.92 25.9% 26.9% 3.32%
51 SFBC Int'l SFCC 28.20 61.82 22.38 0.50 40.0% 13.6% 2.62%
52 chinadotcom CHINA 8.51 61.58 95.62 2.02 49.1% 215.2% -0.18%
53 Advanced Digital ADIC 15.54 61.07 100.91 2.56 37.8% 341.7% 0.38%
54 ACS (Affiliated Comp) ACS 48.40 60.53 20.86 1.17 17.5% 25.9% 3.42%
55 Stratasys Inc SSYS 45.40 60.27 43.65 2.63 15.0% 11.8% 3.87%
56 Dell Computer DELL 34.91 60.20 36.36 2.40 14.8% 21.7% 10.42%
57 Varian Medical Sys VAR 58.87 58.97 32.12 1.83 14.9% 27.2% 5.16%
58 CardioDynamics CDIC 5.15 58.06 100.00 4.62 20.5% 81.8% 3.36%
59 Juniper Networks JNPR 16.63 55.34 191.15 9.03 11.2% 525.0% 0.45%
60 InterDigital Comm IDCC 16.25 54.84 32.50 0.53 90.5% 186.2% 2.11%
61 AU Optronics-Taiw AUO 13.76 54.71 29.16 0.94 43.7% 250.6% 2.46%
62 Intel Corp INTC 29.61 54.56 51.32 5.26 10.7% 38.5% 2.45%
63 PacificNet Inc PACT 5.35 53.61 -25.48 -0.06 621.9% -116.0% 12.20%
64 EMC Corp EMC 13.41 53.36 159.64 10.66 19.1% 322.5% 0.43%
65 Microsoft Corp MSFT 29.08 51.62 34.21 5.39 3.9% 15.2% 2.42%
66 Oracle Corp ORCL 11.98 50.68 25.93 7.74 3.9% 12.1% 5.75%
67 Cisco Systems CSCO 20.76 49.44 37.14 nmf -0.9% 42.1% 3.01%
68 Quovadx Inc QVDX 3.79 49.00 -25.78 -0.79 35.1% 54.5% -1.03%
69 BEA Systems BEAS 12.67 46.06 45.09 5.29 8.5% 7.3% 3.09%
70 Rambus Inc RMBS 18.73 45.52 95.08 3.86 25.3% -20.3% 1.52%
71 Hi-Tech Pharmacal HITK 24.05 44.01 33.40 3.94 5.7% 5.6% 2.83%
72 Pacific Internet Ltd PCNTF 7.84 42.56 125.04 13.32 12.1% -46.4% -0.26%
73 Appl Micro Circ Corp AMCC 5.10 31.79 -34.23 nmf -28.8% 43.2% -1.80%
74 Brocade Comm BRCD 5.62 31.12 330.59 nmf -9.2% -82.8% 0.15%
75 Sun Microsystems SUNW 3.31 29.94 -85.09 nmf -7.2% 102.7% 0.01%
76 AsiaInfo Holdings ASIA 7.09 27.29 545.38 nmf -8.0% -6.0% -0.71%

All calculations are done in my spreadsheet from SEC filings once they become available, and earnings releases until then.

I'm continuing to add new stocks all the time, at about two per week, in all three catagories: China stocks, Fab 15 possibilities, and "Top stocks of the past" to use as benchmarks.

Larry

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