From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2222 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 Thursday, March 21 2002 Volume 02 : Number 2222 In this issue: Re: [CANSLIM] MicroCaps Re: [CANSLIM] PCFB: More Monday morning quarterbacking? Re: [CANSLIM] MicroCaps Re: [CANSLIM] SYK Re: [CANSLIM] MicroCaps ---------------------------------------------------------------------- Date: Thu, 21 Mar 2002 08:40:26 -0700 From: Warren Keuffel Subject: Re: [CANSLIM] MicroCaps Welcome to the list, Dave. LLUR (Lower Left Upper Right) is kind of an "insider term" here, although WON does talk about the pattern. Basically it's a straight line, with little volatility, at a consistent upward angle. The trick to investing in a LLUR is to keep a close eye on how closely the stock keeps to the 50d ma. If it deviates markedly away from that ma, it may be time to get out. See DLX for a typical chart. Warren David Gerber wrote: > Hi, > > > > My name is Dave Gerber. I am a new subscriber to IBD and found this > site in the recent Forbes special magazine you have all mentioned. I > am a new listener (lurker?) to the very interesting and useful > discussions on this site. It is by far the most proferssional group > of people I have encountered discussing investments. Could someone > please tell me what chart characterisitics LLUR refers to? > > > > Thanks so much. > > > > > > \----- Original Message ----- > > From: Tom Worley > > To: canslim@lists.xmission.com > > Sent: Thursday, March 21, 2002 3:51 AM > > Subject: Re: [CANSLIM] MicroCaps > > > Hi Robert, > > > > Some quick comments: > > INT - both sales and earnings stagnant on sequential basis, weak > forecasts, very weak industry > > MIMS - same thing, despite a 34% earnings growth forecast for > present year > > RACN - nice chart and growing fundies, may be developing into a > steep LLUR > > > > Tom Worley > stkguru@bellsouth.net > AIM: TexWorley > > ----- Original Message ----- > From: Robert Hodes > > To: canslim@lists.xmission.com > > Sent: Wednesday, March 20, 2002 8:51 PM > > Subject: Re: [CANSLIM] MicroCaps > > > HI: I'm new to this listserve but I've been reading IBD for some > time now. I also have an interest in micro and small caps. I've > been evaluating a strategy that looks at stocks selected by IBD > criteria and crossreferences this list with stocks selected by a > GARP (growth at a reasonably price strategy). This tends to > identify many small cap companies. A few look like they are about > to breakout to new highs. They all have good EPS and RS ratings. > Currently, I'm watching INT and MIMS and RACN from this selection > process. Good luck. > > ----- Original Message ----- > > From: Tom Worley > > To: canslim@lists.xmission.com > > > Sent: Wednesday, March 20, 2002 6:24 PM > > Subject: Re: [CANSLIM] MicroCaps > > > Gene, > > > > Micro and really, really small "small caps" are my favorites. > I review daily a list of stocks hitting new highs that day, > using Marketwatch at the CBS site. My basic parameters are > volume of 1000 to 500,000 shares traded that day, price from > $2 to $20, market cap up to several hundred million (depending > on your preference), and trailing PE of 1 to 100. > > > > For CANSLIM criteria, I want RS at least over 80, but > preferably well over 90. I will accept EPS ranking down to > about 50 or so, but only if I can vocalize why earnings per > share is ready to accelerate. I personally prefer funds > ownership in the low single digits to zero (I like to be > smarter and quicker than the average small cap fund manager), > with management ownership well into double digits. I have had > some of my better results with management owning over 50% of > the issue. > > > > While I like ROE well into double digits, I have had many > winners where it was in the low single digits when I first > bought it. > > > > Tom Worley > stkguru@bellsouth.net > AIM: TexWorley > > ----- Original Message ----- > From:Gene Ricci > > To: canslim@lists.xmission.com > > > Sent: Wednesday, March 20, 2002 6:57 PM > > Subject: [CANSLIM] MicroCaps > > > I would like to find fundamentally sound microcap stocks... > any hints on DGO criteria... ? > > > > Thanks, > > Gene > > ----- Original Message ----- > > From: Tom Worley > > To: canslim@lists.xmission.com > > > Sent: Wednesday, March 20, 2002 5:25 PM > > Subject: Re: [CANSLIM] SMD > > > Good luck, I saw it on many of my daily lists, but also > could not convince > myself that Karaoke (shudder) was making a come back. > > Guess I should have dug deeper despite my lack of singing > talent. > > Tom Worley > stkguru@bellsouth.net > AIM: TexWorley > ----- Original Message ----- > From: "Ricardo Bekin" > > To: > > Sent: Wednesday, March 20, 2002 6:02 PM > Subject: Re: [CANSLIM] SMD > > > HI Tom, I thought it might have been an acquisition, but > then I dug into the > financials and listened to the latest conference call, and > the bottom line > is it was growth, pure and simple (I personally don't like > Karaoke, but I > guess there's a whole lot of wannabe Wayne Newtons and > Spice Girls out > there) > > SMD thinks they can continue to grow in the US (it would > be great if they > picked up the WalMart account) and then will also expand > in Europe > > by the way, I had some other issues with the Balance > Sheet, like the huge > spike in A/R, but the CC cleared that too (they have > already collected on > most or all of the receivables) > > "sounds" good to me > > ----- Original Message ----- > From: "Tom Worley" > > To: > > Sent: Wednesday, March 20, 2002 4:49 PM > Subject: Re: [CANSLIM] SMD > > > > Ricardo, > > > > I note that the Sep and Dec quarters tripled sales, and > earnings went > > through the roof. I would want to know that whatever > happened to cause > this > > (maybe an acquisition?) will continue in the future. > > > > Tom Worley > > stkguru@bellsouth.net > > AIM: TexWorley > > ----- Original Message ----- > > From: "Ricardo Bekin" < rbekin@hotmail.com > > > > To: "CANSLIM" < canslim@lists.xmission.com > > > > Sent: Wednesday, March 20, 2002 1:13 PM > > Subject: [CANSLIM] SMD > > > > > > SMD is close to a new high today, on 1.5 times ADV, it > just keeps humming > > along (sorry...) > > > > I liked the fundamentals and bought it earlier this > month (before the > split) > > > > Ricardo > > > > - > > -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 Mar 2002 08:42:01 -0700 From: Warren Keuffel Subject: Re: [CANSLIM] PCFB: More Monday morning quarterbacking? Dude, I had the same reaction! What was that guy smoking? Warren Duke Miller wrote: >My pet peeve returns and I must vent. > >Did you see this morning's Investor's Corner? Would you have taken the bait >on that handle? What WON guideline does that sloppy thing conform, too? >http://www.investors.com/editorial/corner.asp?v=3/21 > >What galls me is they've used this non-conforming CANSLIM stock chart to >pump sales of their archives AND use it as an example of how New America >tolls the dawn of a stock's new age! The they further use this bogus chart >as a reason NOT to buy somebody else's paid online offering. > >If anybody from IBD is monitoring this board, I proffer the following, from >today's IBD Thoughts to Live By, quoting football coach Alex Agase: > >"If you really want to give me advice, do it on Saturday afternoon between 1 >and 4 p.m. (read: at the pivot point), when you've got 25 seconds to do it, >between plays. Don't give me advice on Monday. I know the right thing to >do on Monday (read: when I SHOULD have bought the stock). > >I feel better now! > >Duke > > > >Duke Miller >941-778-2606 Fax 778-0670 >dukemill@tampabay.rr.com > >Nobody will ever win the battle of the sexes. There's too much fraternizing >with the enemy. - Henry Kissinger > > >- >-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 Mar 2002 11:04:21 -0600 From: Gene Ricci Subject: Re: [CANSLIM] MicroCaps This is a multi-part message in MIME format. - ------=_NextPart_000_0286_01C1D0C8.27584F20 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Fred, in spite of the many negative comments concerning bankruptcies, = foreclosures, bad loans, consumer debt, ..... ad nauseum, I was able to = detect industry movement in financials about 30 days ago (using a = proprietary system shared with me by its originator). I decided to look = for undiscovered players in that arena... so I bought AANB; GWBK; NASB. = Please no comments on AvgVol, I like being 'the market' on occasion... = my sell rules will take me out at the appropriate time. Yes, I like = financials because banks are moving... BTW, these 3 holdings made the = list of 73. Gene ----- Original Message -----=20 From: Fred Richards=20 To: canslim@lists.xmission.com=20 Sent: Thursday, March 21, 2002 8:38 AM Subject: RE: [CANSLIM] MicroCaps Gene, OK, you found 73 . . . which five are you going to buy? Fred -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene Ricci Sent: Wednesday, March 20, 2002 11:46 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] MicroCaps Tom, I set the following scan in DGO and uncovered 73 gems, was = totally surprised at how high the EPS & RS ratings are. Thanks for your = help, just what the doctor ordered. Gene Earnings Per Share (EPS) Rating Greater than or equal to: 50=20 Relative Price Strength (RS) Rating Greater than or equal to: = 80=20 % of Stock Owned by Mutual Funds Less than or equal to: 10=20 Current Price From 2.000 to 20.000=20 Current 50-Day Average Volume(1000) From 1 to 500=20 ROE (Latest Fiscal Year Reported) Greater than or equal to: 10 = Current Trailing 12 Month P/E From 1 to 100=20 ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, March 20, 2002 6:24 PM Subject: Re: [CANSLIM] MicroCaps Gene, Micro and really, really small "small caps" are my favorites. I = review daily a list of stocks hitting new highs that day, using = Marketwatch at the CBS site. My basic parameters are volume of 1000 to = 500,000 shares traded that day, price from $2 to $20, market cap up to = several hundred million (depending on your preference), and trailing PE = of 1 to 100. For CANSLIM criteria, I want RS at least over 80, but preferably = well over 90. I will accept EPS ranking down to about 50 or so, but only = if I can vocalize why earnings per share is ready to accelerate. I = personally prefer funds ownership in the low single digits to zero (I = like to be smarter and quicker than the average small cap fund manager), = with management ownership well into double digits. I have had some of my = better results with management owning over 50% of the issue. While I like ROE well into double digits, I have had many winners = where it was in the low single digits when I first bought it. Tom Worley stkguru@bellsouth.net AIM: TexWorley ----- Original Message -----=20 From: Gene Ricci=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, March 20, 2002 6:57 PM Subject: [CANSLIM] MicroCaps I would like to find fundamentally sound microcap stocks... any = hints on DGO criteria... ? Thanks, Gene ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, March 20, 2002 5:25 PM Subject: Re: [CANSLIM] SMD Good luck, I saw it on many of my daily lists, but also could = not convince myself that Karaoke (shudder) was making a come back. Guess I should have dug deeper despite my lack of singing = talent. Tom Worley stkguru@bellsouth.net AIM: TexWorley ----- Original Message ----- From: "Ricardo Bekin" To: Sent: Wednesday, March 20, 2002 6:02 PM Subject: Re: [CANSLIM] SMD HI Tom, I thought it might have been an acquisition, but then I = dug into the financials and listened to the latest conference call, and the = bottom line is it was growth, pure and simple (I personally don't like = Karaoke, but I guess there's a whole lot of wannabe Wayne Newtons and Spice = Girls out there) SMD thinks they can continue to grow in the US (it would be = great if they picked up the WalMart account) and then will also expand in = Europe by the way, I had some other issues with the Balance Sheet, like = the huge spike in A/R, but the CC cleared that too (they have already = collected on most or all of the receivables) "sounds" good to me ----- Original Message ----- From: "Tom Worley" To: Sent: Wednesday, March 20, 2002 4:49 PM Subject: Re: [CANSLIM] SMD > Ricardo, > > I note that the Sep and Dec quarters tripled sales, and = earnings went > through the roof. I would want to know that whatever happened = to cause this > (maybe an acquisition?) will continue in the future. > > Tom Worley > stkguru@bellsouth.net > AIM: TexWorley > ----- Original Message ----- > From: "Ricardo Bekin" > To: "CANSLIM" > Sent: Wednesday, March 20, 2002 1:13 PM > Subject: [CANSLIM] SMD > > > SMD is close to a new high today, on 1.5 times ADV, it just = keeps humming > along (sorry...) > > I liked the fundamentals and bought it earlier this month = (before the split) > > Ricardo > > - > -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. - ------=_NextPart_000_0286_01C1D0C8.27584F20 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Fred, in spite of the many negative = comments=20 concerning bankruptcies, foreclosures, bad loans, consumer debt, ..... = ad=20 nauseum,  I was able to detect industry movement in financials = about 30=20 days ago (using a proprietary system shared with me by its originator). = I=20 decided to look for undiscovered players in that arena... so I bought = AANB;=20 GWBK; NASB. Please no comments on AvgVol, I like being 'the market' on=20 occasion... my sell rules will take me out at the appropriate time. Yes, = I like=20 financials because banks are moving... BTW, these 3 holdings made the = list of=20 73.

Gene
----- Original Message -----
From:=20 Fred = Richards
Sent: Thursday, March 21, 2002 = 8:38=20 AM
Subject: RE: [CANSLIM] = MicroCaps

Gene,
 
OK,=20 you found 73 . . . which five are you going to = buy?
 
Fred
-----Original Message-----
From: owner-canslim@lists.xmis= sion.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene=20 Ricci
Sent: Wednesday, March 20, 2002 11:46 = PM
To: canslim@lists.xmission.com=
Subject:=20 Re: [CANSLIM] MicroCaps

Tom, I set the following scan = in DGO=20 and uncovered 73 gems, was totally surprised at how high the EPS = & RS=20 ratings are. Thanks for your help, just what the doctor=20 ordered.
Gene
 
Earnings Per Share (EPS) = Rating Greater than or = equal to:=20 50
Relative Price Strength (RS)=20 Rating Greater than or = equal to:=20 80
% of Stock Owned by Mutual = Funds Less than or equal = to:=20 10
Current Price From 2.000 to=20 20.000
Current 50-Day Average=20 Volume(1000) From 1 to = 500
ROE (Latest Fiscal Year=20 Reported) Greater than or = equal to:=20 10
Current Trailing 12 Month = P/E From 1 to=20 100
 
 
 
 
 
----- Original Message ----- =
From:=20 Tom=20 Worley
To: canslim@lists.xmission.com= =20
Sent: Wednesday, March 20, = 2002 6:24=20 PM
Subject: Re: [CANSLIM]=20 MicroCaps

Gene,
 
Micro and really, really small "small = caps" are my=20 favorites. I review daily a list of stocks hitting new highs that = day,=20 using Marketwatch at the CBS site. My basic parameters are volume = of 1000=20 to 500,000 shares traded that day, price from $2 to $20, market = cap up to=20 several hundred million (depending on your preference), and = trailing PE of=20 1 to 100.
 
For CANSLIM criteria, I want RS at least = over 80,=20 but preferably well over 90. I will accept EPS ranking down to = about 50 or=20 so, but only if I can vocalize why earnings per share is ready to=20 accelerate. I personally prefer funds ownership in the low single = digits=20 to zero (I like to be smarter and quicker than the average small = cap fund=20 manager), with management ownership well into double digits. I = have had=20 some of my better results with management owning over 50% of the=20 issue.
 
While I like ROE well into double digits, = I have had=20 many winners where it was in the low single digits when I first = bought=20 it.
 
Tom Worley
stkguru@bellsouth.net
AIM:=20 TexWorley
----- Original Message -----=20
From: = Gene = Ricci
Sent: Wednesday, March 20, 2002 6:57 PM
Subject: [CANSLIM] MicroCaps

I would like to find=20 fundamentally sound microcap stocks... any hints on DGO = criteria...=20 ?
 
Thanks,
Gene
----- Original Message ----- =
From:=20 Tom=20 Worley
To: canslim@lists.xmission.com= =20
Sent: Wednesday, March = 20, 2002=20 5:25 PM
Subject: Re: [CANSLIM] = SMD

Good luck, I saw it on many of my daily lists, = but also=20 could not convince
myself that Karaoke (shudder) was making a = come=20 back.

Guess I should have dug deeper despite my lack of = singing=20 talent.

Tom Worley
stkguru@bellsouth.net
AIM:=20 TexWorley
----- Original Message -----
From: "Ricardo = Bekin"=20 <rbekin@hotmail.com>
To:=20 <canslim@lists.xmission.com= >
Sent:=20 Wednesday, March 20, 2002 6:02 PM
Subject: Re: [CANSLIM]=20 SMD


HI Tom, I thought it might have been an = acquisition, but=20 then I dug into the
financials and listened to the latest = conference=20 call, and the bottom line
is it was growth, pure and simple = (I=20 personally don't like Karaoke, but I
guess there's a whole = lot of=20 wannabe Wayne Newtons and Spice Girls out
there)

SMD = thinks=20 they can continue to grow in the US (it would be great if = they
picked=20 up the WalMart account) and then will also expand in = Europe

by=20 the way, I had some other issues with the Balance Sheet, like = the=20 huge
spike in A/R, but the CC cleared that too (they have = already=20 collected on
most or all of the receivables)

"sounds" = good to=20 me

----- Original Message -----
From: "Tom Worley" = <stkguru@bellsouth.net>
To= :=20 <canslim@lists.xmission.com= >
Sent:=20 Wednesday, March 20, 2002 4:49 PM
Subject: Re: [CANSLIM]=20 SMD


> Ricardo,
>
> I note that the Sep = and Dec=20 quarters tripled sales, and earnings went
> through the = roof. I=20 would want to know that whatever happened to = cause
this
>=20 (maybe an acquisition?) will continue in the = future.
>
> Tom=20 Worley
> stkguru@bellsouth.net
>=20 AIM: TexWorley
> ----- Original Message -----
> = From:=20 "Ricardo Bekin" <rbekin@hotmail.com>
> = To:=20 "CANSLIM" <canslim@lists.xmission.com= >
>=20 Sent: Wednesday, March 20, 2002 1:13 PM
> Subject: = [CANSLIM]=20 SMD
>
>
> SMD is close to a new high today, on = 1.5=20 times ADV, it just keeps humming
> along=20 (sorry...)
>
> I liked the fundamentals and bought = it=20 earlier this month (before the
split)
>
>=20 Ricardo
>
> -
> -To subscribe/unsubscribe, = email "majordomo@xmission.com"
>= ;=20 -In the email body, write "subscribe canslim" or
> = - -"unsubscribe=20 canslim".  Do not use quotes in your=20 email.
>
>
>
>
> -
> -To=20 subscribe/unsubscribe, email "majordomo@xmission.com"
>= ;=20 -In the email body, write "subscribe canslim" or
> = - -"unsubscribe=20 canslim".  Do not use quotes in your = email.
>

-
-To=20 subscribe/unsubscribe, email "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe=20 canslim".  Do not use quotes in your=20 email.




-
-To subscribe/unsubscribe, email = "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe=20 canslim".  Do not use quotes in your=20 = email.
- ------=_NextPart_000_0286_01C1D0C8.27584F20-- - - - -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: 21 Mar 2002 09:08:20 -0800 From: "Tim Fisher" Subject: Re: [CANSLIM] SYK Google. Seriously, have you ever used a search engine? At 08:35 AM 3/21/2002 -0500, you wrote: >Hi Tim: Would you be a bit more specific? How do I find Woodward's site? >Charley Tim Fisher Ore-ROCK-On Rockhounding Web Site Owner, Fisher Fisheries, Ltd. mailto:tim@OreRockOn.com WWW http://OreRockOn.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 Mar 2002 11:12:25 -0600 From: Gene Ricci Subject: Re: [CANSLIM] MicroCaps This is a multi-part message in MIME format. - ------=_NextPart_000_02BC_01C1D0C9.47C37400 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Duke, the DGO state troopers would put me in jail if I did... results of = DGO scan are not allowed to be posted. Gene ----- Original Message -----=20 From: Duke Miller=20 To: canslim@lists.xmission.com=20 Sent: Thursday, March 21, 2002 9:19 AM Subject: RE: [CANSLIM] MicroCaps How about sharing the list of 73? Duke -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On Behalf Of Fred Richards Sent: Thursday, March 21, 2002 9:38 AM To: canslim@lists.xmission.com Subject: RE: [CANSLIM] MicroCaps Gene, OK, you found 73 . . . which five are you going to buy? Fred -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene Ricci Sent: Wednesday, March 20, 2002 11:46 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] MicroCaps Tom, I set the following scan in DGO and uncovered 73 gems, was = totally surprised at how high the EPS & RS ratings are. Thanks for your = help, just what the doctor ordered. Gene Earnings Per Share (EPS) Rating Greater than or equal to: 50 = Relative Price Strength (RS) Rating Greater than or equal = to: 80=20 % of Stock Owned by Mutual Funds Less than or equal to: 10=20 Current Price From 2.000 to 20.000=20 Current 50-Day Average Volume(1000) From 1 to 500=20 ROE (Latest Fiscal Year Reported) Greater than or equal to: = 10=20 Current Trailing 12 Month P/E From 1 to 100=20 ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, March 20, 2002 6:24 PM Subject: Re: [CANSLIM] MicroCaps Gene, Micro and really, really small "small caps" are my favorites. I = review daily a list of stocks hitting new highs that day, using = Marketwatch at the CBS site. My basic parameters are volume of 1000 to = 500,000 shares traded that day, price from $2 to $20, market cap up to = several hundred million (depending on your preference), and trailing PE = of 1 to 100. For CANSLIM criteria, I want RS at least over 80, but preferably = well over 90. I will accept EPS ranking down to about 50 or so, but only = if I can vocalize why earnings per share is ready to accelerate. I = personally prefer funds ownership in the low single digits to zero (I = like to be smarter and quicker than the average small cap fund manager), = with management ownership well into double digits. I have had some of my = better results with management owning over 50% of the issue. While I like ROE well into double digits, I have had many = winners where it was in the low single digits when I first bought it. Tom Worley stkguru@bellsouth.net AIM: TexWorley ----- Original Message -----=20 From: Gene Ricci=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, March 20, 2002 6:57 PM Subject: [CANSLIM] MicroCaps I would like to find fundamentally sound microcap stocks... any = hints on DGO criteria... ? Thanks, Gene ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, March 20, 2002 5:25 PM Subject: Re: [CANSLIM] SMD Good luck, I saw it on many of my daily lists, but also could = not convince myself that Karaoke (shudder) was making a come back. Guess I should have dug deeper despite my lack of singing = talent. Tom Worley stkguru@bellsouth.net AIM: TexWorley ----- Original Message ----- From: "Ricardo Bekin" To: Sent: Wednesday, March 20, 2002 6:02 PM Subject: Re: [CANSLIM] SMD HI Tom, I thought it might have been an acquisition, but then = I dug into the financials and listened to the latest conference call, and the = bottom line is it was growth, pure and simple (I personally don't like = Karaoke, but I guess there's a whole lot of wannabe Wayne Newtons and Spice = Girls out there) SMD thinks they can continue to grow in the US (it would be = great if they picked up the WalMart account) and then will also expand in = Europe by the way, I had some other issues with the Balance Sheet, = like the huge spike in A/R, but the CC cleared that too (they have already = collected on most or all of the receivables) "sounds" good to me ----- Original Message ----- From: "Tom Worley" To: Sent: Wednesday, March 20, 2002 4:49 PM Subject: Re: [CANSLIM] SMD > Ricardo, > > I note that the Sep and Dec quarters tripled sales, and = earnings went > through the roof. I would want to know that whatever = happened to cause this > (maybe an acquisition?) will continue in the future. > > Tom Worley > stkguru@bellsouth.net > AIM: TexWorley > ----- Original Message ----- > From: "Ricardo Bekin" > To: "CANSLIM" > Sent: Wednesday, March 20, 2002 1:13 PM > Subject: [CANSLIM] SMD > > > SMD is close to a new high today, on 1.5 times ADV, it just = keeps humming > along (sorry...) > > I liked the fundamentals and bought it earlier this month = (before the split) > > Ricardo > > - > -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. - ------=_NextPart_000_02BC_01C1D0C9.47C37400 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Duke, the DGO state troopers would put = me in=20 jail if I did... results of DGO scan are not allowed to be = posted.
 
Gene
----- Original Message -----
From:=20 Duke=20 Miller
Sent: Thursday, March 21, 2002 = 9:19=20 AM
Subject: RE: [CANSLIM] = MicroCaps

 
 
How about = sharing the=20 list of 73?
 
Duke
-----Original Message-----
From: owner-canslim@lists.xmis= sion.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Fred=20 Richards
Sent: Thursday, March 21, 2002 9:38 = AM
To: canslim@lists.xmission.com=
Subject:=20 RE: [CANSLIM] MicroCaps

Gene,
 
OK, you found 73 . . . which five are you going to=20 buy?
 
Fred
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene=20 Ricci
Sent: Wednesday, March 20, 2002 11:46 = PM
To:=20 canslim@lists.xmission.com
Subject: Re: [CANSLIM]=20 MicroCaps

Tom, I set the = following scan in DGO=20 and uncovered 73 gems, was totally surprised at how high the EPS = & RS=20 ratings are. Thanks for your help, just what the doctor=20 ordered.
Gene
 
Earnings Per Share (EPS)=20 Rating Greater than or = equal to:=20 50
Relative Price Strength (RS)=20 Rating Greater than or = equal to:=20 80
% of Stock Owned by Mutual=20 Funds Less than or = equal to:=20 10
Current Price From 2.000 to=20 20.000
Current 50-Day Average=20 Volume(1000) From 1 to = 500
ROE (Latest Fiscal Year=20 Reported) Greater than or = equal to:=20 10
Current Trailing 12 Month = P/E From 1 to=20 100
 
 
 
 
 
----- Original Message ----- =
From:=20 Tom=20 Worley
To: canslim@lists.xmission.com= =20
Sent: Wednesday, March = 20, 2002=20 6:24 PM
Subject: Re: [CANSLIM]=20 MicroCaps

Gene,
 
Micro and really, really small "small = caps" are my=20 favorites. I review daily a list of stocks hitting new highs = that day,=20 using Marketwatch at the CBS site. My basic parameters are = volume of=20 1000 to 500,000 shares traded that day, price from $2 to $20, = market cap=20 up to several hundred million (depending on your preference), = and=20 trailing PE of 1 to 100.
 
For CANSLIM criteria, I want RS at least = over 80,=20 but preferably well over 90. I will accept EPS ranking down to = about 50=20 or so, but only if I can vocalize why earnings per share is = ready to=20 accelerate. I personally prefer funds ownership in the low = single digits=20 to zero (I like to be smarter and quicker than the average small = cap=20 fund manager), with management ownership well into double = digits. I have=20 had some of my better results with management owning over 50% of = the=20 issue.
 
While I like ROE well into double = digits, I have=20 had many winners where it was in the low single digits when I = first=20 bought it.
 
Tom Worley
stkguru@bellsouth.net
AIM:=20 TexWorley
----- Original Message -----=20
From: Gene = Ricci=20
Sent: Wednesday, March 20, 2002 6:57 PM
Subject: [CANSLIM] MicroCaps

I would like to find = fundamentally sound microcap stocks... any hints on DGO = criteria...=20 ?
 
Thanks,
Gene
----- Original Message ----- =
From:=20 Tom=20 Worley
To: canslim@lists.xmission.com= =20
Sent: Wednesday, March = 20, 2002=20 5:25 PM
Subject: Re: [CANSLIM] = SMD

Good luck, I saw it on many of my daily lists, = but also=20 could not convince
myself that Karaoke (shudder) was making = a come=20 back.

Guess I should have dug deeper despite my lack of = singing=20 talent.

Tom Worley
stkguru@bellsouth.net
AIM:=20 TexWorley
----- Original Message -----
From: "Ricardo = Bekin"=20 <rbekin@hotmail.com>
To:=20 <canslim@lists.xmission.com= >
Sent:=20 Wednesday, March 20, 2002 6:02 PM
Subject: Re: [CANSLIM]=20 SMD


HI Tom, I thought it might have been an = acquisition,=20 but then I dug into the
financials and listened to the = latest=20 conference call, and the bottom line
is it was growth, pure = and=20 simple (I personally don't like Karaoke, but I
guess = there's a=20 whole lot of wannabe Wayne Newtons and Spice Girls=20 out
there)

SMD thinks they can continue to grow in = the US=20 (it would be great if they
picked up the WalMart account) = and then=20 will also expand in Europe

by the way, I had some other = issues=20 with the Balance Sheet, like the huge
spike in A/R, but the = CC=20 cleared that too (they have already collected on
most or = all of the=20 receivables)

"sounds" good to me

----- Original = Message=20 -----
From: "Tom Worley" <stkguru@bellsouth.net>
To= :=20 <canslim@lists.xmission.com= >
Sent:=20 Wednesday, March 20, 2002 4:49 PM
Subject: Re: [CANSLIM]=20 SMD


> Ricardo,
>
> I note that the = Sep and=20 Dec quarters tripled sales, and earnings went
> through = the=20 roof. I would want to know that whatever happened to=20 cause
this
> (maybe an acquisition?) will continue in = the=20 future.
>
> Tom Worley
> stkguru@bellsouth.net
>=20 AIM: TexWorley
> ----- Original Message -----
> = From:=20 "Ricardo Bekin" <rbekin@hotmail.com>
>=20 To: "CANSLIM" <canslim@lists.xmission.com= >
>=20 Sent: Wednesday, March 20, 2002 1:13 PM
> Subject: = [CANSLIM]=20 SMD
>
>
> SMD is close to a new high today, = on 1.5=20 times ADV, it just keeps humming
> along=20 (sorry...)
>
> I liked the fundamentals and bought = it=20 earlier this month (before the
split)
>
>=20 Ricardo
>
> -
> -To subscribe/unsubscribe, = email "majordomo@xmission.com"
>= ;=20 -In the email body, write "subscribe canslim" or
> = - -"unsubscribe=20 canslim".  Do not use quotes in your=20 email.
>
>
>
>
> -
> -To=20 subscribe/unsubscribe, email "majordomo@xmission.com"
>= ;=20 -In the email body, write "subscribe canslim" or
> = - -"unsubscribe=20 canslim".  Do not use quotes in your=20 email.
>

-
-To subscribe/unsubscribe, email = "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe=20 canslim".  Do not use quotes in your=20 email.




-
-To subscribe/unsubscribe, = email "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe=20 canslim".  Do not use quotes in your=20 = email.
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