From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1521 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Friday, June 22 2001 Volume 02 : Number 1521 In this issue: [CANSLIM] ICLR Re: [CANSLIM] EBAY Re: [CANSLIM] CEFT Re: [CANSLIM] Buying in a base [CANSLIM] Tom W. BOKF/LLUR Re: [CANSLIM] SFCC - I can't find the ratings in IBD ... Re: [CANSLIM] ICLR Fat vs Thin 10K reports (was Re: [CANSLIM] Buying in a base) Re: [CANSLIM] CEFT Re: [CANSLIM] Tom W. BOKF/LLUR [CANSLIM] IRM Re: [CANSLIM] IRM [CANSLIM] DGX break out of base??? RE: [CANSLIM] IRM Re: [CANSLIM] IRM Re: [CANSLIM] DGX break out of base??? Re: [CANSLIM] DGX break out of base??? ---------------------------------------------------------------------- Date: Thu, 21 Jun 2001 11:17:45 -0400 From: "Hotmail-Canslim" Subject: [CANSLIM] ICLR I agree, too much junk, too little actual stock or market thoughts...... BTW, Any thoughts on ICLR, broke out, now extended but nice set up. SL - ----- Original Message ----- From: "Ian" To: Sent: Wednesday, June 20, 2001 7:46 PM Subject: Re: [CANSLIM] > On the contrary, I would like to see more postings of CANSLIM stocks people > are eyeing, even if they are light on analysis, as I'm sure we will all do > our own dd regardless. Extra analysis is appreciated but not necessary. I am > aware that many lurkers may be leery of posting their analysis, but please > pass ideas that you are considering to the group! > > If you divided the number of new stocks ideas posted to this list, by the > total number of postings, the ratio would by extremely low. > > Cheers, > > Ian > > > > ----- Original Message ----- > From: Patrick Wahl > To: > Sent: Wednesday, June 20, 2001 3:42 PM > Subject: Re: [CANSLIM] > > > > I agree, probably fewer one sentence e mails pertaining to off topic > > things such as pasta and so on, and I would even extend that to > > posts of the nature of - stock xyz looks good, what does everyone > > think - unless accompanied by some additional analysis. > > > > On 20 Jun 01, at 17:42, John Hobbs wrote: > > > > > Has anyone noticed it's extremely difficult to follow the list because > there > > > are too many emails, well probably this realy does not help the cause > but > > > anyway, i'm thinking how this could be avoided? > > > > > > i know there's a way to look at summary lists, it's just this writers > > > opinon it's getting out of control. > > > > > > > > > - > > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > > -In the email body, write "subscribe canslim" or > > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 08:43:15 -0700 From: "Nicholas Barone" Subject: Re: [CANSLIM] EBAY P/E -- Agreed - I already listed insane pe but that never stopped other canslim stocks from the rocket fuel - which I am not sure this is but that's ok in this M big I agree - but not that big usually the smaller caps - 50 m shares - are the real big homeruns but not always. again not a fit-its-all canslim NB >From: Ernie Hill >Reply-To: canslim@lists.xmission.com >To: canslim@lists.xmission.com >Subject: Re: [CANSLIM] EBAY >Date: Wed, 20 Jun 2001 22:19:10 -0500 > >Nick > >With a PE of 262 (my source) there is no real room for PE expansion. >Also 270 M shares outstanding that's a bunch, it will take huge demand >to move this one up the chart. Too pricey and too big for me. > >E > >Nicholas Barone wrote: > > > Not to start the internet crazzzz again > > > > but this stock is getting ready to break out > > > > pivot 66.62 - > > > > 85 90 AAA > > > > insane pe 210 > > adv 6.2 mil > > > > BUT > > > > roe 6% > > > > comments? > > > > NB > > _________________________________________________________________ > > Get your FREE download of MSN Explorer at http://explorer.msn.com > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. _________________________________________________________________ Get your FREE download of MSN Explorer at http://explorer.msn.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 08:57:39 -0700 From: "Nicholas Barone" Subject: Re: [CANSLIM] CEFT back into CEFT????? dropped back into base but up today nice volume with 5% of original B/O NB _________________________________________________________________ Get your FREE download of MSN Explorer at http://explorer.msn.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 11:14:55 -0500 From: "walter nusbaum" Subject: Re: [CANSLIM] Buying in a base - ----- Original Message ----- From: "Tom Worley" To: Sent: Tuesday, June 19, 2001 3:29 PM Subject: Re: [CANSLIM] Buying in a base > Hi Dave, > > I love cheese, altho my stomach is no longer so tolerant. Eat it > on many foods, especially greasy hamburgers. CHEZ has actually > made my watch list several times, and never could convince myself > to buy it. > > My first check is always DGO. After that I may check for news at > several sites, and SEC filings at the SEC site. I may also use > BigCharts to look at the technicals. > > Tom Worley > stkguru@netside.net > AIM: TexWorley (SNIP) Tom, Here's a blurb from a recent IBD that you may find interesting/useful: "Merrill Lynch & Co. has found a new way to weigh a stock's performance. It's inversely proportional to the size of a company's 10K.......The longer the 10K, the more complex and often more messed up the business......Taking a 48-company sample from its tech sector, ML found 83% of companies that filed year 2000 10K's smaller than 300 kilobytes outperformed its index. Only 18% of firms with filings over 500K did likewise. Stocks of firms with obese 10K's fell an average of 77% in 2000 vs. 52% for skinny 10K's and 63% for the index. The discrepancy is too big to ignore.......The longer the 10K, the more complicated the business is, and the more problem issues such as write-offs need to be explained." Best wishes, Walt - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 14:30:39 -0700 From: "DiFabio, Nancy" Subject: [CANSLIM] Tom W. BOKF/LLUR This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C0FA99.55D1C508 Content-Type: text/plain; charset=iso-8859-1 Content-Transfer-Encoding: 7bit Hi, Tom Is BOKF an example of an LLUR? I don't want to buy the stock. I'm just looking for examples of an LLUR. I hope you don't throw your lobsters in boiling water when they still have a heartbeat. Nancy "WorldSecure " made the following annotations on 06/21/01 14:29:34 - ------------------------------------------------------------------------------ PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================== - ------_=_NextPart_001_01C0FA99.55D1C508 Content-Type: text/html; charset=iso-8859-1 Content-Transfer-Encoding: quoted-printable Tom W. BOKF/LLUR

Hi, Tom

Is BOKF an example of an LLUR? I don't wan= t= to buy the stock. I'm just looking for examples of an LLUR.

I hope you don't throw your lobsters in = boiling water when they still have a heartbeat.

Nancy

"WorldSecure <irell.com>" made the following
annotations on 06/21/01 14:29:34
- ---------------------------------------------------------------------------= - ---
PLEASE NOTE: This message, including any attachments, may include = privileged, confidential and/or inside information. Any distribution or us= e= of this communication by anyone other than the intended recipient(s) is = strictly prohibited and may be unlawful. If you are not the intended = recipient, please notify the sender by replying to this message and then = delete it from your system. Thank you.


=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D

- ------_=_NextPart_001_01C0FA99.55D1C508-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 22:39:15 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] SFCC - I can't find the ratings in IBD ... Hi Ian, There's quite a lot to like about S F B C Int'l, and if you had bot at $8, you certainly would like today's 20% spike and close at 23.70. RS 99, EPS 99, Group RS A (GRS 96), Timeliness A, Accum/Dist A, SMR A ROE is a powerful 34%, helped by only being public about 4 years Cash flow is about the only serious negative, $0.57 vs last year's earnings of $0.76 Up/down is 1.7, funds only 2%, Management at 47%, leaving a float of only 1.1 million shares Surprisingly with such a small float, ADV is 74,800 and growing since mid-March No surprise, it is also ranked #1 in its group (Medical / Dental / Service) Earnings growth past 4 qtrs ranged from +300% to +999%, sales growth ranged from +113% to +230% Market cap to sales ratio is about 4X Today's volume was about 9X ADV Headquarters is Miami, FL, surprised I haven't heard of them Chart wise, the spike today took it thru the pivot to a new high, so any entry soon could be tricky Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Ian To: Sent: Thursday, June 21, 2001 10:36 AM Subject: [CANSLIM] SFCC - I can't find the ratings in IBD ... SFCC (was SFC on Amex until a few days ago) appears to be rebounding back on unusually large volume today. I cannot bring myself to buy it, as my own decisionpoint was March 30 when the price as $8, and 'M' held me back. I suspect they have good CANSLIM ratings (can someone please point me to their numbers in the print edition), as their fundamentals were extremely strong when I first noticed the stock - http://biz.yahoo.com/bw/010326/2228.html In March, they reported 135% revenue growth, 300%+ EPS growth to $0.22 for the Q, and the stock was at $8, just breaking above its highs. (Wow, looking at this now I must have been in abject terror of 'M' not to buy, these numbers - at the time/price - are as close to a no-brainer as I can think of.) Ian - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 22:42:38 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] ICLR try checking the archives, Hotmail, I believe another member posted it and was discussed some days ago. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Hotmail-Canslim To: Sent: Thursday, June 21, 2001 11:17 AM Subject: [CANSLIM] ICLR I agree, too much junk, too little actual stock or market thoughts...... BTW, Any thoughts on ICLR, broke out, now extended but nice set up. SL - ----- Original Message ----- From: "Ian" To: Sent: Wednesday, June 20, 2001 7:46 PM Subject: Re: [CANSLIM] > On the contrary, I would like to see more postings of CANSLIM stocks people > are eyeing, even if they are light on analysis, as I'm sure we will all do > our own dd regardless. Extra analysis is appreciated but not necessary. I am > aware that many lurkers may be leery of posting their analysis, but please > pass ideas that you are considering to the group! > > If you divided the number of new stocks ideas posted to this list, by the > total number of postings, the ratio would by extremely low. > > Cheers, > > Ian > > > > ----- Original Message ----- > From: Patrick Wahl > To: > Sent: Wednesday, June 20, 2001 3:42 PM > Subject: Re: [CANSLIM] > > > > I agree, probably fewer one sentence e mails pertaining to off topic > > things such as pasta and so on, and I would even extend that to > > posts of the nature of - stock xyz looks good, what does everyone > > think - unless accompanied by some additional analysis. > > > > On 20 Jun 01, at 17:42, John Hobbs wrote: > > > > > Has anyone noticed it's extremely difficult to follow the list because > there > > > are too many emails, well probably this realy does not help the cause > but > > > anyway, i'm thinking how this could be avoided? > > > > > > i know there's a way to look at summary lists, it's just this writers > > > opinon it's getting out of control. > > > > > > > > > - > > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > > -In the email body, write "subscribe canslim" or > > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 22:49:52 -0400 From: "Tom Worley" Subject: Fat vs Thin 10K reports (was Re: [CANSLIM] Buying in a base) Hi Walter, Interesting angle, which I suspect has another factor not mentioned. The smaller companies, such as I prefer, tend to be niche companies with little diversification. EPIQ is a good example, when I first bot it, it was a software company doing software for bankruptcy trustees. Period. It was not a software company with four or five different major product lines, each of which had to be analyzed and discussed and reported. Bigger, older companies are not necessarily more messed up, but they usually are much more complex. I have also noticed that as a company matures, the more boiler plate material it packs into its financial reports, with the 10K being the prize for boiler plate. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: walter nusbaum To: Sent: Thursday, June 21, 2001 12:14 PM Subject: Re: [CANSLIM] Buying in a base - ----- Original Message ----- From: "Tom Worley" To: Sent: Tuesday, June 19, 2001 3:29 PM Subject: Re: [CANSLIM] Buying in a base > Hi Dave, > > I love cheese, altho my stomach is no longer so tolerant. Eat it > on many foods, especially greasy hamburgers. CHEZ has actually > made my watch list several times, and never could convince myself > to buy it. > > My first check is always DGO. After that I may check for news at > several sites, and SEC filings at the SEC site. I may also use > BigCharts to look at the technicals. > > Tom Worley > stkguru@netside.net > AIM: TexWorley (SNIP) Tom, Here's a blurb from a recent IBD that you may find interesting/useful: "Merrill Lynch & Co. has found a new way to weigh a stock's performance. It's inversely proportional to the size of a company's 10K.......The longer the 10K, the more complex and often more messed up the business......Taking a 48-company sample from its tech sector, ML found 83% of companies that filed year 2000 10K's smaller than 300 kilobytes outperformed its index. Only 18% of firms with filings over 500K did likewise. Stocks of firms with obese 10K's fell an average of 77% in 2000 vs. 52% for skinny 10K's and 63% for the index. The discrepancy is too big to ignore.......The longer the 10K, the more complicated the business is, and the more problem issues such as write-offs need to be explained." Best wishes, Walt - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 22:53:48 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] CEFT Funds own 38%, Management only 6% Volume today finished about 6X ADV Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Nicholas Barone To: Sent: Thursday, June 21, 2001 11:57 AM Subject: Re: [CANSLIM] CEFT back into CEFT????? dropped back into base but up today nice volume with 5% of original B/O NB _________________________________________________________________ Get your FREE download of MSN Explorer at http://explorer.msn.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 22:59:10 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Tom W. BOKF/LLUR This is a multi-part message in MIME format. - ------=_NextPart_000_0036_01C0FAA5.C8CD00C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Tom W. BOKF/LLURHi Nancy, It is best viewed that way, I think. A little more volatile than I would = like, but still ok. I have noticed a lot of banks shaping up this way, I = suspect due all the acquisitions going on of small regional banks. So = the speculation is steadily eating away at the floats, along with the = reduction of shares available to trade as more and more are being bought = out. Never throw a good lobster (defined as one still with a heartbeat, = otherwise not a good idea to eat it) into boiling water. Always steam = it, about 8 minutes per pound. Unless it's just a baby (chicken lobster, = about one pound like the restaurants serve), the boiling water makes the = meat too tough. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: DiFabio, Nancy=20 To: Canslim (E-mail)=20 Sent: Thursday, June 21, 2001 5:30 PM Subject: [CANSLIM] Tom W. BOKF/LLUR Hi, Tom=20 Is BOKF an example of an LLUR? I don't want to buy the stock. I'm just = looking for examples of an LLUR.=20 I hope you don't throw your lobsters in boiling water when they still = have a heartbeat.=20 Nancy=20 "WorldSecure " made the following annotations on 06/21/01 14:29:34 = - -------------------------------------------------------------------------= - ----- PLEASE NOTE: This message, including any attachments, may include = privileged, confidential and/or inside information. Any distribution or = use of this communication by anyone other than the intended recipient(s) = is strictly prohibited and may be unlawful. If you are not the intended = recipient, please notify the sender by replying to this message and then = delete it from your system. Thank you. = =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D - ------=_NextPart_000_0036_01C0FAA5.C8CD00C0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Tom W. BOKF/LLUR
Hi Nancy,
 
It is best viewed that way, I think. A little more = volatile=20 than I would like, but still ok. I have noticed a lot of banks shaping = up this=20 way, I suspect due all the acquisitions going on of small regional = banks. So the=20 speculation is steadily eating away at the floats, along with the = reduction of=20 shares available to trade as more and more are being bought = out.
 
Never throw a good lobster (defined as one still = with a=20 heartbeat, otherwise not a good idea to eat it) into boiling water. = Always steam=20 it, about 8 minutes per pound. Unless it's just a baby (chicken lobster, = about=20 one pound like the restaurants serve), the boiling water makes the meat = too=20 tough.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 DiFabio,=20 Nancy
To: Canslim (E-mail)
Sent: Thursday, June 21, 2001 = 5:30=20 PM
Subject: [CANSLIM] Tom W. = BOKF/LLUR

Hi, Tom

Is BOKF an example of an LLUR? I don't = want to buy=20 the stock. I'm just looking for examples of an LLUR.

I hope you don't throw your lobsters in = boiling=20 water when they still have a heartbeat.

Nancy

"WorldSecure <irell.com>" made the following
annotations = on=20 06/21/01=20 = 14:29:34
-------------------------------------------------------------= - -----------------
PLEASE=20 NOTE: This message, including any attachments, may include privileged, = confidential and/or inside information. Any distribution or use of = this=20 communication by anyone other than the intended recipient(s) is = strictly=20 prohibited and may be unlawful. If you are not the intended recipient, = please=20 notify the sender by replying to this message and then delete it from = your=20 system. Thank=20 = you.


=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D

- ------=_NextPart_000_0036_01C0FAA5.C8CD00C0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 22:19:07 -0500 From: "Ray Bunting" Subject: [CANSLIM] IRM Just a lurker for now. Wondering what any one thought about IRM. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 23:41:11 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] IRM Welcome, Ray, What do you think about it? You tell me your opinion, and I'll tell you mine. Deal? Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Ray Bunting To: Sent: Thursday, June 21, 2001 11:19 PM Subject: [CANSLIM] IRM Just a lurker for now. Wondering what any one thought about IRM. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 21:20:44 -0700 From: "Bill Triffet" Subject: [CANSLIM] DGX break out of base??? Ok. Someone metioned DGX breaking out today. I was ready to reply that it is one sloppy base to breakout of but low and behold: IBD agrees that it broke out of a 5 1/2 month BASE. I'm looking at both the daily and weekly charts. Anyway I slice it, it's either an upwards trending handle with no "drying up volume", a base on base on base, or a super wide base with swings from under 38 to over 70. Maybe I'm focusing to much on flat to downward trending bases. Anyone else have some comments on this chart? I will agree though, there is nice volume on the "breakout" today. - -Bill Triffet - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 21 Jun 2001 23:14:54 -0500 From: "Ray Bunting" Subject: RE: [CANSLIM] IRM IBD site ranks it Technical Rating of 91, which places it 9th out of 108 stocks in the Computer-Services group Attractiveness Rating of 92, placing it 9th out of 108 stocks in its group Fundamental Rating of 81, which places it 18th out of 108 stocks in the Computer-Services group earnings do not look that great at least found nice looking C&H I think Welcome, Ray, What do you think about it? You tell me your opinion, and I'll tell you mine. Deal? Tom Worley stkguru@netside.net AIM: TexWorley - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 22 Jun 2001 00:33:08 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] IRM Much better, Ray. I had looked at the chart at DGO before my snippy little reply, but did truly want to see what you were looking at that commended this one to you. When I look at DGO, I see: Positive cash flow of $1.83 even tho they have had net losses for years, and expected to report a net loss for the present year as well. This isn't logical or rational to me, so would have to do a lot of homework on the financials before I would trust this data. Management owns 32% (positive) but funds own 35% (negative). ADV still manages to be over 200,000 Debt of 142%, don't know what is the norm for this esoteric company (archiving records), but placing it in the computer-services group seems pretty generalized and generic. A combined RS of 74 and EPS of 79 would likely keep it off my radar screen. Profitable for past 3 qtrs, including 6 cents for Q1, yet forecast for a loss of 5 cents this fiscal year. Either forecasts are wrong and not updated to reflect recent trend, or it has some bad qtrs still ahead. Earnings past 3 qtrs seem to me to be flat (stagnating), while sales were growing. For the present Q2, it has an easy comparison, after that it is going to be difficult if it doesn't start delivering more oomph to the bottom line. Because of its RS, it is no where close to leadership in its group, but it's such a diversified group, hard to judge. Chartwise, it has a nicely formed and tight 3 week base. But the fundies show me no reason to think it has a reason to break out any time soon. Group decent (B, GRS low end of a B at 63) On balance, more risk and uncertainty (questions) than apparent potential for making me money. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Ray Bunting To: Sent: Friday, June 22, 2001 12:14 AM Subject: RE: [CANSLIM] IRM IBD site ranks it Technical Rating of 91, which places it 9th out of 108 stocks in the Computer-Services group Attractiveness Rating of 92, placing it 9th out of 108 stocks in its group Fundamental Rating of 81, which places it 18th out of 108 stocks in the Computer-Services group earnings do not look that great at least found nice looking C&H I think Welcome, Ray, What do you think about it? You tell me your opinion, and I'll tell you mine. Deal? Tom Worley stkguru@netside.net AIM: TexWorley - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 22 Jun 2001 01:08:39 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] DGX break out of base??? Hi Bill, My first reaction on reading your post was how could IBD see a base that varied from 38 to 70. But, being the fool, I mean diligent reader, that I am, I looked at the chart and think I see what they are saying. I see (at DGO anyway) a half decent cup that formed the left rim on 12/28/00 with a high of 73.13. I also see two capitulation points in the bottom of the cup, 1/18/01 and 3/22/01, with the first having the greater volume, but the second substantially undercutting the first, general appearance of a double bottom within a cup and handle. I think this can be a powerful formation eventually, combining both the double bottom and the cup. Volume up the right side was not remarkable until 4/24/01. From 5/2/01 until now, you might call it a base on base on base. But you could also see it as an attempt to form a handle below the left rim. Each time it broke out from the handle to a higher level, then repeated the drooping handle pattern at a higher level. Today's action took it thru the high point pivot of the third handle on better than 2X ADV, which is also the best formed handle of the three, but failed to break the high point of the left rim. Thus, for once, IBD may be pointing out a chart ready to make a move (up or down) before the fact, rather than telling us about it weeks later. Each of the handles showed a decrease in volume within two weeks of starting to form, before increasing volume preparatory to a fresh move up. This time, the move up, and volume, seems to me to be a little stronger, maybe healthier. Switching to fundies, however, I must question why investors / institutionals would like this one with only an 11% forecasted increase in earnings this year. At a forecast of $1.73 for this year (ending Dec), it must average better than $0.43/quarter. Did 47 cents in Q1, so ahead of the pace, but that average means it still will be compared to (and have to beat) next three quarterly reports of 45, 41 and 39 cents (note the declining trend there). Unless the forecasts are way too conservative, that sounds pretty stagnant to me (especially for a company with a five year average of 73% earnings growth rate). Are we really so bad off that this kind of earnings growth forecast is enough to generate this level of interest and excitement? Geez!! or should that be CHEZ (up another 8% today)?? Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Bill Triffet To: Sent: Friday, June 22, 2001 12:20 AM Subject: [CANSLIM] DGX break out of base??? Ok. Someone metioned DGX breaking out today. I was ready to reply that it is one sloppy base to breakout of but low and behold: IBD agrees that it broke out of a 5 1/2 month BASE. I'm looking at both the daily and weekly charts. Anyway I slice it, it's either an upwards trending handle with no "drying up volume", a base on base on base, or a super wide base with swings from under 38 to over 70. Maybe I'm focusing to much on flat to downward trending bases. Anyone else have some comments on this chart? I will agree though, there is nice volume on the "breakout" today. - -Bill Triffet - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 22 Jun 2001 07:26:12 -0500 From: "Norman" Subject: Re: [CANSLIM] DGX break out of base??? Did anyone see CHEZ coming? Did anyone get in? This stock must be single-handedly driving the group's move up the list, now #73. Norm - ----- Original Message ----- From: "Tom Worley" To: Sent: Friday, June 22, 2001 12:08 AM Subject: Re: [CANSLIM] DGX break out of base??? > Hi Bill, > > My first reaction on reading your post was how could IBD see a > base that varied from 38 to 70. But, being the fool, I mean > diligent reader, that I am, I looked at the chart and think I see > what they are saying. I see (at DGO anyway) a half decent cup > that formed the left rim on 12/28/00 with a high of 73.13. I also > see two capitulation points in the bottom of the cup, 1/18/01 and > 3/22/01, with the first having the greater volume, but the second > substantially undercutting the first, general appearance of a > double bottom within a cup and handle. I think this can be a > powerful formation eventually, combining both the double bottom > and the cup. > > Volume up the right side was not remarkable until 4/24/01. From > 5/2/01 until now, you might call it a base on base on base. But > you could also see it as an attempt to form a handle below the > left rim. Each time it broke out from the handle to a higher > level, then repeated the drooping handle pattern at a higher > level. > > Today's action took it thru the high point pivot of the third > handle on better than 2X ADV, which is also the best formed > handle of the three, but failed to break the high point of the > left rim. Thus, for once, IBD may be pointing out a chart ready > to make a move (up or down) before the fact, rather than telling > us about it weeks later. > > Each of the handles showed a decrease in volume within two weeks > of starting to form, before increasing volume preparatory to a > fresh move up. This time, the move up, and volume, seems to me to > be a little stronger, maybe healthier. > > Switching to fundies, however, I must question why investors / > institutionals would like this one with only an 11% forecasted > increase in earnings this year. At a forecast of $1.73 for this > year (ending Dec), it must average better than $0.43/quarter. Did > 47 cents in Q1, so ahead of the pace, but that average means it > still will be compared to (and have to beat) next three quarterly > reports of 45, 41 and 39 cents (note the declining trend there). > Unless the forecasts are way too conservative, that sounds pretty > stagnant to me (especially for a company with a five year average > of 73% earnings growth rate). > > Are we really so bad off that this kind of earnings growth > forecast is enough to generate this level of interest and > excitement? Geez!! or should that be CHEZ (up another 8% > today)?? > > Tom Worley > stkguru@netside.net > AIM: TexWorley > > ----- Original Message ----- > From: Bill Triffet > To: > Sent: Friday, June 22, 2001 12:20 AM > Subject: [CANSLIM] DGX break out of base??? > > > Ok. Someone metioned DGX breaking out today. I was ready to reply > that it is > one sloppy base to breakout of but low and behold: IBD agrees > that it broke > out of a 5 1/2 month BASE. I'm looking at both the daily and > weekly charts. > Anyway I slice it, it's either an upwards trending handle with no > "drying up > volume", a base on base on base, or a super wide base with swings > from under > 38 to over 70. Maybe I'm focusing to much on flat to downward > trending > bases. > > Anyone else have some comments on this chart? I will agree > though, there is > nice volume on the "breakout" today. > > -Bill Triffet > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ End of canslim-digest V2 #1521 ****************************** To unsubscribe to canslim-digest, send an email to "majordomo@xmission.com" with "unsubscribe canslim-digest" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message.