From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2426 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, May 16 2002 Volume 02 : Number 2426 In this issue: RE: [CANSLIM] Help Needed Re: [CANSLIM] Homebuilders and stuff Re: [CANSLIM] Help Needed RE: [CANSLIM] Help Needed Re: [CANSLIM] Help Needed Re: [CANSLIM] Help Needed RE: [CANSLIM] Help Needed Re: [CANSLIM] Help Needed ---------------------------------------------------------------------- Date: Thu, 16 May 2002 11:55:47 -1000 From: "Mike Gibbons" Subject: RE: [CANSLIM] Help Needed This is a multi-part message in MIME format. - ------=_NextPart_000_0058_01C1FCD0.9E205240 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit I plugged that hole. Would users of the evaluator please let me know if they find other anomolies. Thank You. Aloha, Mike Gibbons Proactive Technologies, LLC http://www.proactech.com -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Mike Gibbons Sent: Thursday, May 16, 2002 11:19 AM To: canslim@lists.xmission.com Subject: RE: [CANSLIM] Help Needed HI Chaz, As the tool author, I'll try to explain whats going on. I just ran it and got a divide by zero error. That means some data was missing and my code didn't trap it. In fact, yahoo.marketguide.com (Highlights report) shows the EPS growth rates as "NM" or not measured, so the data wasn't available to do the evaluation and EPS growth was reported as -100%. Normally, if data was not available, I report it in the evaluator as "NA". Clearly, I need to some more work to trap that situation in all possible cases. However, because the source of data for the evaluator is different from IBD's, there is always the possibility of inconsistent results. At the bottom of the evaluator is a link to the datasource wher you can always compare the data used in the evaluator to that available from IBD. Aloha, Mike Gibbons Proactive Technologies, LLC http://www.proactech.com -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Chazmoore@aol.com Sent: Thursday, May 16, 2002 10:05 AM To: canslim@lists.xmission.com Subject: [CANSLIM] Help Needed I am trying to understand the CANSLIM Evaluations tool. I pulled an evaluation on EXPE and compared it to the Daily Graph Chart and immediately became confused. CURRENT EARNINGS: EPS growth, according to the evaluator should be "at least 25% in the most recent quarter." The value is shown as -100% and the score is 0. However, EXPE reported March 31st earnings of .46 versus .08 for the same quarter a year ago (up 475%) and an increase from .31 to .46 (48%) March over December 2001. Latest three quarters of sales growth should be a minimum of 25%. The Evaluator shows 22%, and therefore no score. However, sales for September quarter were $79.5 Million, December quarter were 81.8 Million and March quarter were $116 Million, for a total of $277.3 Million. During the same three quarters last year, the total sales were $143.7 Million, for an increase of $133.6 Million or 92.9%. What am I doing wrong? Charley - ------=_NextPart_000_0058_01C1FCD0.9E205240 Content-Type: text/html; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable
I=20 plugged that hole. Would users of the evaluator please let me know if = they find=20 other anomolies. Thank You.
 
Aloha,
 
Mike Gibbons
Proactive Technologies, = LLC
http://www.proactech.com
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Mike=20 Gibbons
Sent: Thursday, May 16, 2002 11:19 AM
To:=20 canslim@lists.xmission.com
Subject: RE: [CANSLIM] Help=20 Needed

HI=20 Chaz,
 
As=20 the tool author, I'll try to explain whats going on. I just ran it and = got a=20 divide by zero error. That means some data was missing  and my = code=20 didn't trap it. In fact, yahoo.marketguide.com (Highlights report) = shows the=20 EPS growth rates as "NM" or not measured, so the data wasn't available = to do=20 the evaluation and EPS growth was reported as = - -100%.
 
Normally, if data was not available, I report it in the = evaluator as=20 "NA". Clearly, I need to some more work to trap that situation in all = possible=20 cases.
 
However, because the source of data for the evaluator is = different from=20 IBD's, there is always the possibility of inconsistent results. At the = bottom=20 of the evaluator is a link to the datasource wher you can always = compare the=20 data used in the evaluator to that available from = IBD.
 
Aloha,
 
Mike Gibbons
Proactive = Technologies,=20 LLC
http://www.proactech.com
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of=20 Chazmoore@aol.com
Sent: Thursday, May 16, 2002 10:05=20 AM
To: canslim@lists.xmission.com
Subject: = [CANSLIM]=20 Help Needed

I am=20 trying to understand the CANSLIM Evaluations tool.

I pulled = an=20 evaluation on EXPE and compared it to the Daily Graph Chart and = immediately=20 became confused.

CURRENT EARNINGS: EPS growth, according to = the=20 evaluator should be "at least 25% in the most recent quarter." The = value is=20 shown as -100% and the score is 0. However, EXPE reported March 31st = earnings of .46 versus .08 for the same quarter a year ago (up 475%) = and an=20 increase from .31 to .46 (48%) March over December 2001. =

Latest=20 three quarters of sales growth should be a minimum of 25%. The = Evaluator=20 shows 22%, and therefore no score. However, sales for September = quarter were=20 $79.5 Million, December quarter were 81.8 Million and March quarter = were=20 $116 Million, for a total of $277.3 Million. During the same three = quarters=20 last year, the total sales were $143.7 Million, for an increase of = $133.6=20 Million or 92.9%.

What am I doing wrong? =

Charley
=20
- ------=_NextPart_000_0058_01C1FCD0.9E205240-- - - - -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, 16 May 2002 20:10:25 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Homebuilders and stuff This is a multi-part message in MIME format. - ------=_NextPart_000_008E_01C1FD15.B745A5A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Eric, on "M" and small caps, I would suggest that for those in them, = they should be sitting on decent profits by now. For the short termers, = the rally including the big caps, and more of the mid caps, presents an = ideal time to take profits on the small ones and move the money. - ----- Original Message -----=20 From: Eric Jaenike=20 To: canslim group ; Greg Denewiler ; Dale Dumaw ; Eric Jaenike ; Vitaliy = Katsenelson ; Trish McNamara ; Devin Linden=20 Sent: Thursday, May 16, 2002 4:28 PM Subject: [CANSLIM] Homebuilders and stuff A couple of points to note on the homebuilders (please note: I currently = have no position in them, but am keeping a close eye on them as a short, = so that's my bias): 1. The stocks have become a bit bifurcated. The weaker players in the = industry have not been performing well (CTX, BZH, DHI, LEN etc), while = the leaders have been doing well (RYL, NVR). I consider this to be an = early sign of weakness, not strength, as the laggards have stopped = performing. 2. HOV and WLS have clearly broken uptrend lines in the last week. KBH = and NVR appear poised to do the same. 3. Vice Chairman of Toll Brothers, Bruce Toll, filed to sell 1 million = of his 3 million shares. (For accuracies sake, in a press release he = stated he has sold only 700k, and has no intention of selling the rest. = Whatever.) . There was additional insider selling in CTX this morning as = well. This goes hand in hand with all the other recent insider selling. These stocks seem to be highly inversely correlated with strength in the = economy (via interest rates).=20 I would be extremely careful if I was long these stocks right now. (I = am, in fact, looking for short entry points. HOV on a bounce is probably = a good entry point. Anyone have feedback/ ideas on entry points?) ON M: I am somwhat skeptical of this recent rally. Following up on my previous = post on M, note the action on the Russell 2000 today (-1.2%), as well as = IJS (-2%). I don't consider this definitive by any means, but I don't = consider it bullish that the leading indices (small cap orientation) = have continued their underperformance. In evaluating this recent rally = off the lows, IMO there have been several yellow flags, including: 1. = The markets never really washed out, as indicated by price/volume action = or sentiment. 2. The amount the indices gave back last Thurs and Fri. = after the Wed. rally. I would prefer to see less retracement, which = would be a subtle indication of underlying strength. 3. The distribution = day last Friday. Volume upticked only slightly, but nonetheless I would = prefer not to see a day like that in a nascent rally. 4. The follow = through day was not as strong from a volume standpoint on the Nasdaq as = at first glance. Normalize WCOM volume and you wind up with a 2 billion = share day, not a 2.5 billion day. 5. Yesterday was a distribution day on = the NYSE indices. While the volume uptick was not that large, and a = giveback after such a large advance is to be expected, I would still = prefer not to see that action. Also, volume on the Nasdaq, while lower = than on Wed, was not as much lower as a quick glance might indicate = (again, based on a normalization of WCOM volume over Tues and Wed). 6. = Underperformance of the smaller cap indices. The large cap indices got = way oversold, and could be expected to bounce. The smaller cap indices = never got oversold, and so wouldn't benefit from an oversold bounce. = IMO, we are witnessing a large cap bounce that is masking weakness in = the markets that the smaller cap indices are revealing. Of course, individual stocks should be monitored based on their own = activity (ex. CCRN).=20 Eric - -------------------------------------------------------------------------= - ------- Do You Yahoo!? LAUNCH - Your Yahoo! Music Experience - ------=_NextPart_000_008E_01C1FD15.B745A5A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Eric, on "M" and small caps, I would suggest = that for=20 those in them, they should be sitting on decent profits by now. For the = short=20 termers, the rally including the big caps, and more of the mid caps, = presents an=20 ideal time to take profits on the small ones and move the = money.
 
----- Original Message -----=20
From: Eric = Jaenike=20
To: canslim group ; Greg=20 Denewiler ; Dale=20 Dumaw ; Eric Jaenike ; Vitaliy=20 Katsenelson ; Trish = McNamara ; Devin = Linden
Sent: Thursday, May 16, 2002 4:28 PM
Subject: [CANSLIM] Homebuilders and stuff

A couple of points to note on the homebuilders (please note: I = currently have=20 no position in them, but am keeping a close eye on them as a short, = so=20 that's my bias):

1. The stocks have become a bit bifurcated. The weaker players in the = industry have not been performing well (CTX, BZH, DHI, LEN etc), = while the=20 leaders have been doing well (RYL, NVR). I consider this to be an=20 early sign of weakness, not strength, as the laggards have stopped=20 performing.

2. HOV and WLS have clearly broken uptrend lines in the last week. = KBH and=20 NVR appear poised to do the same.

3. Vice Chairman of Toll Brothers, Bruce Toll, filed to sell 1 = million of his=20 3 million shares. (For accuracies sake, in a press release he stated he = has sold=20 only 700k, and has no intention of selling the rest. Whatever.) . There = was=20 additional insider selling in CTX this morning as well. This goes hand = in hand=20 with all the other recent insider selling.

These stocks seem to be highly inversely correlated with strength in = the=20 economy (via interest rates).

I would be extremely careful if I was long these stocks right now. (I = am, in=20 fact, looking for short entry points. HOV on a bounce is probably a good = entry=20 point. Anyone have feedback/ ideas on entry points?)

ON M:

I am somwhat skeptical of this recent rally. Following up on my = previous post=20 on M, note the action on the Russell 2000 today (-1.2%), as well as IJS = (-2%). I=20 don't consider this definitive by any means, but I don't consider it = bullish=20 that the leading indices (small cap orientation) have continued their=20 underperformance. In evaluating this recent rally off the lows, IMO = there have=20 been several yellow flags, including: 1. The markets never really washed = out, as=20 indicated by price/volume action or sentiment. 2. The = amount the=20 indices gave back last Thurs and Fri. after the Wed. rally. I would = prefer to=20 see less retracement, which would be a subtle indication of underlying = strength.=20 3. The distribution day last Friday. Volume upticked only slightly, but=20 nonetheless I would prefer not to see a day like that in a nascent = rally. 4. The=20 follow through day was not as strong from a volume standpoint on the = Nasdaq as=20 at first glance. Normalize WCOM volume and you wind up with a 2 billion = share=20 day, not a 2.5 billion day. 5. Yesterday was a distribution day on the = NYSE=20 indices. While the volume uptick was not that large, and a giveback = after such a=20 large advance is to be expected, I would still prefer not to see that = action.=20 Also, volume on the Nasdaq, while lower than on Wed, was not as much = lower as a=20 quick glance might indicate (again, based on a normalization of WCOM = volume over=20 Tues and Wed). 6. Underperformance of the smaller cap indices. The large = cap=20 indices got way oversold, and could be expected to bounce. The smaller = cap=20 indices never got oversold, and so wouldn't benefit from an oversold = bounce.=20 IMO, we are witnessing a large cap bounce that is masking weakness in = the=20 markets that the smaller cap indices are revealing.

Of course, individual stocks should be monitored based on their own = activity=20 (ex. CCRN).

Eric



Do You Yahoo!?
LAUNCH = - - Your=20 Yahoo! Music Experience - ------=_NextPart_000_008E_01C1FD15.B745A5A0-- - - - -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, 16 May 2002 21:27:15 EDT From: Chazmoore@aol.com Subject: Re: [CANSLIM] Help Needed - --part1_d2.1850013c.2a15b673_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Mike: Thanks for responding and for fixing the leak. The fact that the Evaluator uses information from Yahoo Market Guide and I (and many others I suspect) use Daily Graphs creates a problem for me. DGO updates daily and the particular Market Guide report for Expedia was updated May 11th. There really shouldn't be much difference but here are a few of the inconsistencies that I found: P/E Ratio TTM: DGO 64; Yahoo NM EPS TTM: DGO $1.26; Yahoo -0.01 Cash Flow TTM: DGO $2.12; Yahoo $1.06 Return on Equity TTM: DGO 24%; Yahoo .73% If I am reading this correctly, based only on these inconsistencies, EXPE looks very good when evaluated by DGO and very poor when evaluated by Yahoo. Anyone out there care to help me clear the fog? I still don't know what I am doing wrong. Charley - --part1_d2.1850013c.2a15b673_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Mike: Thanks for responding and for fixing the leak.

The fact that the Evaluator uses information from Yahoo Market Guide and I (and many others I suspect) use Daily Graphs creates a problem for me. DGO updates daily and the particular Market Guide report for Expedia was updated May 11th. There really shouldn't be much difference but here are a few of the inconsistencies that I found:

P/E Ratio TTM: DGO 64; Yahoo NM

EPS TTM: DGO $1.26; Yahoo -0.01

Cash Flow TTM: DGO $2.12; Yahoo $1.06

Return on Equity TTM: DGO 24%; Yahoo .73%

If I am reading this correctly, based only on these inconsistencies, EXPE looks very good when evaluated by DGO and very poor when evaluated by Yahoo.

Anyone out there care to help me clear the fog? I still don't know what I am doing wrong. Charley
- --part1_d2.1850013c.2a15b673_boundary-- - - - -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, 16 May 2002 15:41:01 -1000 From: "Mike Gibbons" Subject: RE: [CANSLIM] Help Needed This is a multi-part message in MIME format. - ------=_NextPart_000_009E_01C1FCF0.148FBF00 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Yes, I understand that most users of the evaluator would prefer to use the DGO data, but I cannot access the DGO data dynamically, and even if I could, it would be illegal. Aloha, Mike Gibbons Proactive Technologies, LLC http://www.proactech.com -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Chazmoore@aol.com Sent: Thursday, May 16, 2002 3:27 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Help Needed Mike: Thanks for responding and for fixing the leak. The fact that the Evaluator uses information from Yahoo Market Guide and I (and many others I suspect) use Daily Graphs creates a problem for me. DGO updates daily and the particular Market Guide report for Expedia was updated May 11th. There really shouldn't be much difference but here are a few of the inconsistencies that I found: P/E Ratio TTM: DGO 64; Yahoo NM EPS TTM: DGO $1.26; Yahoo -0.01 Cash Flow TTM: DGO $2.12; Yahoo $1.06 Return on Equity TTM: DGO 24%; Yahoo .73% If I am reading this correctly, based only on these inconsistencies, EXPE looks very good when evaluated by DGO and very poor when evaluated by Yahoo. Anyone out there care to help me clear the fog? I still don't know what I am doing wrong. Charley - ------=_NextPart_000_009E_01C1FCF0.148FBF00 Content-Type: text/html; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable
Yes, I=20 understand that most users of the evaluator would prefer to use the DGO = data,=20 but I cannot access the DGO data dynamically, and even if I could, it = would be=20 illegal.
 
Aloha,
 
Mike Gibbons
Proactive Technologies, = LLC
http://www.proactech.com
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of=20 Chazmoore@aol.com
Sent: Thursday, May 16, 2002 3:27=20 PM
To: canslim@lists.xmission.com
Subject: Re: = [CANSLIM]=20 Help Needed

Mike:=20 Thanks for responding and for fixing the leak.

The fact that = the=20 Evaluator uses information from Yahoo Market Guide and I (and many = others I=20 suspect) use Daily Graphs creates a problem for me. DGO updates daily = and the=20 particular Market Guide report for Expedia was updated May 11th. There = really=20 shouldn't be much difference but here are a few of the inconsistencies = that I=20 found:

P/E Ratio TTM: DGO 64; Yahoo NM

EPS TTM: DGO = $1.26;=20 Yahoo -0.01

Cash Flow TTM: DGO $2.12; Yahoo $1.06 =

Return on=20 Equity TTM: DGO 24%; Yahoo .73%

If I am reading this = correctly, based=20 only on these inconsistencies, EXPE looks very good when evaluated by = DGO and=20 very poor when evaluated by Yahoo.

Anyone out there care to = help me=20 clear the fog? I still don't know what I am doing wrong. = Charley
=20
- ------=_NextPart_000_009E_01C1FCF0.148FBF00-- - - - -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, 16 May 2002 20:45:07 -0500 From: "The Lensing's" Subject: Re: [CANSLIM] Help Needed This is a multi-part message in MIME format. - ------=_NextPart_000_0009_01C1FD1A.902363E0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Charley: I, like you, am often confused by the conflicting data that I view from = Yahoo, Aol, DGO, Multex, etc. I am not sure which data are reliable. = For example, I was recently researching Lockheed Martin, and the PE from = DGO was approx 40 and from Yahoo, it was over 100. How can one make a = reasonable study of a stock based on such variable info? I would = welcome any and all comments. Alicia ----- Original Message -----=20 From: Chazmoore@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Thursday, May 16, 2002 8:27 PM Subject: Re: [CANSLIM] Help Needed Mike: Thanks for responding and for fixing the leak.=20 The fact that the Evaluator uses information from Yahoo Market Guide = and I (and many others I suspect) use Daily Graphs creates a problem for = me. DGO updates daily and the particular Market Guide report for Expedia = was updated May 11th. There really shouldn't be much difference but here = are a few of the inconsistencies that I found:=20 P/E Ratio TTM: DGO 64; Yahoo NM=20 EPS TTM: DGO $1.26; Yahoo -0.01=20 Cash Flow TTM: DGO $2.12; Yahoo $1.06=20 Return on Equity TTM: DGO 24%; Yahoo .73%=20 If I am reading this correctly, based only on these inconsistencies, = EXPE looks very good when evaluated by DGO and very poor when evaluated = by Yahoo.=20 Anyone out there care to help me clear the fog? I still don't know = what I am doing wrong. Charley=20 - ------=_NextPart_000_0009_01C1FD1A.902363E0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Charley:
 
I, like you, = am often=20 confused by the conflicting data that I view from Yahoo, Aol, DGO, = Multex,=20 etc.  I am not sure which data are reliable.  For example, I = was=20 recently researching Lockheed Martin, and the PE from DGO was approx 40 = and from=20 Yahoo, it was over 100.  How can one make a reasonable study of a = stock=20 based on such variable info?  I would welcome any and all=20 comments.
 
Alicia
----- Original Message -----
From:=20 Chazmoore@aol.com
Sent: Thursday, May 16, 2002 = 8:27=20 PM
Subject: Re: [CANSLIM] Help = Needed

Mike: = Thanks for=20 responding and for fixing the leak.

The fact that the = Evaluator uses=20 information from Yahoo Market Guide and I (and many others I suspect) = use=20 Daily Graphs creates a problem for me. DGO updates daily and the = particular=20 Market Guide report for Expedia was updated May 11th. There really = shouldn't=20 be much difference but here are a few of the inconsistencies that I = found:=20

P/E Ratio TTM: DGO 64; Yahoo NM

EPS TTM: DGO $1.26; = Yahoo=20 -0.01

Cash Flow TTM: DGO $2.12; Yahoo $1.06

Return on = Equity=20 TTM: DGO 24%; Yahoo .73%

If I am reading this correctly, based = only on=20 these inconsistencies, EXPE looks very good when evaluated by DGO and = very=20 poor when evaluated by Yahoo.

Anyone out there care to help me = clear=20 the fog? I still don't know what I am doing wrong. Charley
=20
- ------=_NextPart_000_0009_01C1FD1A.902363E0-- - - - -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, 16 May 2002 21:54:09 EDT From: Chazmoore@aol.com Subject: Re: [CANSLIM] Help Needed - --part1_1e.28400c5d.2a15bcc1_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Mike: I certainly understand your position and I am not in any way criticizing the excellent work you have done. In fact I am amazed that you were able to take WON's work and convert it into a usable tool. The fact that you have made it available to all of us at no charge is also amazing. Charley - --part1_1e.28400c5d.2a15bcc1_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Mike: I certainly understand your position and I am not in any way criticizing the excellent work you have done. In fact I am amazed that you were able to take WON's work and convert it into a usable tool. The fact that you have made it available to all of us at no charge is also amazing.

Charley
- --part1_1e.28400c5d.2a15bcc1_boundary-- - - - -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, 16 May 2002 16:13:08 -1000 From: "Mike Gibbons" Subject: RE: [CANSLIM] Help Needed This is a multi-part message in MIME format. - ------=_NextPart_000_00AE_01C1FCF4.918AD860 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Thanks Charley, I wasn't offended - all constructive criticism is welcome. Aloha, Mike Gibbons Proactive Technologies, LLC http://www.proactech.com -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Chazmoore@aol.com Sent: Thursday, May 16, 2002 3:54 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Help Needed Mike: I certainly understand your position and I am not in any way criticizing the excellent work you have done. In fact I am amazed that you were able to take WON's work and convert it into a usable tool. The fact that you have made it available to all of us at no charge is also amazing. Charley - ------=_NextPart_000_00AE_01C1FCF4.918AD860 Content-Type: text/html; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable
Thanks=20 Charley, I wasn't offended - all constructive criticism is=20 welcome. 
 
Aloha,
 
Mike Gibbons
Proactive Technologies, = LLC
http://www.proactech.com
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of=20 Chazmoore@aol.com
Sent: Thursday, May 16, 2002 3:54=20 PM
To: canslim@lists.xmission.com
Subject: Re: = [CANSLIM]=20 Help Needed

Mike:=20 I certainly understand your position and I am not in any way = criticizing the=20 excellent work you have done. In fact I am amazed that you were able = to take=20 WON's work and convert it into a usable tool. The fact that you have = made it=20 available to all of us at no charge is also amazing. =

Charley
=20
- ------=_NextPart_000_00AE_01C1FCF4.918AD860-- - - - -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, 16 May 2002 21:22:49 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Help Needed This is a multi-part message in MIME format. - ------=_NextPart_000_0281_01C1FD1F.D4805C00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Alicia, the best advice I can give is to find one source that you can = satisfy yourself is reasonably accurate, complete and consistent, then = stick with it. When you use multiple sources for the same kind of data, = you will spend far too much time trying to reconcile the data, and = determine which is correct. The trend in data is more important than the = raw data itself.=20 It's ok to use one source for news, another for volume or price alerts, = another for earnings, another for analysis. Just use each source for = different types of data. - ----- Original Message -----=20 From: The Lensing's=20 To: canslim@lists.xmission.com=20 Sent: Thursday, May 16, 2002 9:45 PM Subject: Re: [CANSLIM] Help Needed Charley: I, like you, am often confused by the conflicting data that I view from = Yahoo, Aol, DGO, Multex, etc. I am not sure which data are reliable. = For example, I was recently researching Lockheed Martin, and the PE from = DGO was approx 40 and from Yahoo, it was over 100. How can one make a = reasonable study of a stock based on such variable info? I would = welcome any and all comments. Alicia ----- Original Message -----=20 From: Chazmoore@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Thursday, May 16, 2002 8:27 PM Subject: Re: [CANSLIM] Help Needed Mike: Thanks for responding and for fixing the leak.=20 The fact that the Evaluator uses information from Yahoo Market Guide = and I (and many others I suspect) use Daily Graphs creates a problem for = me. DGO updates daily and the particular Market Guide report for Expedia = was updated May 11th. There really shouldn't be much difference but here = are a few of the inconsistencies that I found:=20 P/E Ratio TTM: DGO 64; Yahoo NM=20 EPS TTM: DGO $1.26; Yahoo -0.01=20 Cash Flow TTM: DGO $2.12; Yahoo $1.06=20 Return on Equity TTM: DGO 24%; Yahoo .73%=20 If I am reading this correctly, based only on these inconsistencies, = EXPE looks very good when evaluated by DGO and very poor when evaluated = by Yahoo.=20 Anyone out there care to help me clear the fog? I still don't know = what I am doing wrong. Charley=20 - ------=_NextPart_000_0281_01C1FD1F.D4805C00 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Alicia, the best advice I can give is to find = one source=20 that you can satisfy yourself is reasonably accurate, complete and = consistent,=20 then stick with it.  When you use multiple sources for the same = kind of=20 data, you will spend far too much time trying to reconcile the data, and = determine which is correct. The trend in data is more important than the = raw=20 data itself.
 
It's ok to use one source for news, another for = volume or=20 price alerts, another for earnings, another for analysis. Just use each = source=20 for different types of data.
 
----- Original Message -----=20
From: The = Lensing's=20
Sent: Thursday, May 16, 2002 9:45 PM
Subject: Re: [CANSLIM] Help Needed

Charley:
 
I, like you, = am often=20 confused by the conflicting data that I view from Yahoo, Aol, DGO, = Multex,=20 etc.  I am not sure which data are reliable.  For example, I = was=20 recently researching Lockheed Martin, and the PE from DGO was approx 40 = and from=20 Yahoo, it was over 100.  How can one make a reasonable study of a = stock=20 based on such variable info?  I would welcome any and all=20 comments.
 
Alicia
----- Original Message -----
From:=20 Chazmoore@aol.com
Sent: Thursday, May 16, 2002 = 8:27=20 PM
Subject: Re: [CANSLIM] Help = Needed

Mike: = Thanks for=20 responding and for fixing the leak.

The fact that the = Evaluator uses=20 information from Yahoo Market Guide and I (and many others I suspect) = use=20 Daily Graphs creates a problem for me. DGO updates daily and the = particular=20 Market Guide report for Expedia was updated May 11th. There really = shouldn't=20 be much difference but here are a few of the inconsistencies that I = found:=20

P/E Ratio TTM: DGO 64; Yahoo NM

EPS TTM: DGO $1.26; = Yahoo=20 -0.01

Cash Flow TTM: DGO $2.12; Yahoo $1.06

Return on = Equity=20 TTM: DGO 24%; Yahoo .73%

If I am reading this correctly, based = only on=20 these inconsistencies, EXPE looks very good when evaluated by DGO and = very=20 poor when evaluated by Yahoo.

Anyone out there care to help me = clear=20 the fog? I still don't know what I am doing wrong. Charley
=20
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