Saturday, November 07, 2009

Is There Still Value in Them Thar Hills?

Twice this year I have reviewed the top 30 stocks and all their statistics. I felt it was time to review them again to see how the relative values have changed as the Dow cracks 10,000 (again, yes I remember when it was cracked in 1999).

Here is my top 30 ranking with the average and median EY and ROCs as of yesterday:

Stock EY ROC EY Rank ROC Rank Sum
SNTA 83% 1354% 2 3 5
QCOR 24% 10939% 6 1 7
SOLR 23% 831% 7 6 13
EME 26% 343% 5 11 16
KHD 794% 220% 1 16 17
PRGX 20% 321% 9 12 21
ONTY 15% 1371% 22 2 24
VSNT 15% 1031% 20 5 25
USMO 40% 153% 3 23 26
GIGM 19% 237% 12 15 27
TSRA 16% 279% 16 13 29
amed 16% 246% 15 14 29
GHM 18% 209% 13 17 30
PPD 20% 188% 10 20 30
RGR 28% 103% 4 29 33
AGX 12% 1259% 30 4 34
IMMU 14% 738% 27 7 34
JCOM 14% 672% 26 9 35
PVSW 14% 464% 25 10 35
PRIM 20% 150% 11 24 35
FIX 22% 117% 8 27 35
LO 13% 674% 29 8 37
VM 16% 189% 18 19 37
FLR 17% 134% 14 26 40
DLX 15% 185% 23 21 44
RTN 15% 147% 19 25 44
CEU 13% 191% 28 18 46
JTX 14% 153% 24 22 46
CBI 16% 99% 17 30 47
CBST 15% 110% 21 28 49
Average 46% 770%


Median 16% 229%



Then here are the medians from July and April:

July 31st
Average 37% 588%
Median 20% 212%

April 16th
Average 45% 740%
Median 27% 228%

As I look at the numbers, it is pretty stunning how much the median Earning yields have dropped. The ROC's haven't dropped as much, but those are not price driven, but rather income-driven.

Then looking at the individual stocks, these stats sure make EME and SOLR look like great deals.

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