Go to Jeff Salisbury LWGate Home Page.From: DougC <dzc@qwest.net>
Subject: Re: [CANSLIM] Very short list of stocks
Date: Sun, 09 Dec 2001 15:47:53 -0700
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- --=====================_67022895==_.ALT Content-Type: text/plain; charset="us-ascii"; format=flowed All I know about the time share industry is for a few weeks last spring I was getting calls from a TWRI sales rep at least once a day because someone I vaguely know from work put my name on a list. They kept calling even though I have caller ID and never picked up the phone. I just happened to notice the stock when doing my weekly wide net screens. I was surprised to see it had such good numbers. So I figured between the good numbers and the aggressive sales program (assuming not all people are like me and would actually answer the phone when they call) it might be a good bet. So far it's worked out okay and still has room to grow. I missed APOG initially because I use to use a minimum number, like 15%, for last quarterly sales. But it was Mark Boucher on TM who bought the stock when it recently broke out. I checked it out to see how I missed it and that's when I noticed the last three quarters of sequential sales were progressing positively even though each quarter year over year was negative. He's making a bet that the construction industry is going to pick up as the economy does I guess. He also bought RYL last week but that one I don't feel as good about and am going to pass for now. I'll watch it this week. It does appear to be grossly underpriced when compared to the 5 yr growth rate, the S&P and the last quarterly earnings. But next years est. for annual rev is -5%. And I didnt think the breakout above 63.25 was all that impressive. . At 05:02 PM 12/9/01 -0500, you wrote: >Doug, I can hardly disagree with your suggestions since I am a firm >believer in keeping screening criteria loose enough to allow human >intelligence to play a part in the final review. Since I also have both >POSS and APOG (up now 25 and 14% respectively) in my VR fund, I am not in >a position to suggest your looser criteria are "too loose". > >I avoided TWRI primarily because of my personal knowledge of the time >share industry. > >Tom Worley ><mailto:stkguru@netside.net>stkguru@netside.net >AIM: TexWorley >>----- Original Message ----- >>From: <mailto:dzc@qwest.net>DougC >>To: <mailto:canslim@lists.xmission.com>canslim@lists.xmission.com >>Sent: Sunday, December 09, 2001 12:59 PM >>Subject: Re: [CANSLIM] Very short list of stocks >> >>Andreas >> >>Most of the criteria you list below is similar to what I use and probably >>what a lot of other canslim followers use. If you want to widen the net a >>little I'd suggest dropping the annual %EPS growth rate, change in latest >>quarterly sales, annual % sales growth rate and the ROE criteria. Also I'd >>include stocks not currently showing any funds ownership. Some members of >>this list with vast business and stock investing experience might strongly >>disagree with my suggestions, especially ROE. But I'd found by dropping >>those criteria in my initial searches I at least get a good look at >>possible turnaround situations .i.e apog, poss. APOG has negative quarterly >>sales growth year over year but the last three sequential quarters have a >>positive progression. Also a stock like TWRI has 0 funds (and a grs of 48) >>but the rest of it's numbers are fantastic and it's been doing pretty good. >> >> >>At 04:50 AM 12/9/01 +0100, you wrote: >> >Interesting: Only DFXI, ECTX and TTIL (darn, did not get this breakout >> >...) match those criterias !!! >> > >> >Screen Criteria Parameters >> >Earnings Per Share (EPS) Rating From 79 to 99 >> >Relative Price Strength (RS) Rating From 79 to 99 % >> >Change in Latest Quarter's EPS vs. Same Quarter Prior Year From 25 to 999 >> >Annual % EPS Growth Rate of Last 3 Years From 25 to 999 % >> >Change Latest Quarter's Sales vs. Same Quarter Prior Year From 25 to 999 >> >Annual % Sales Growth Rate of Last 3 Years From 25 to 999 >> >Shares Outstanding(Mil.) From 1 to 40 >> >% of Stock Owned by Mutual Funds From 1 to 40 Current Price From 6 to >> 999 % >> >Current Price is off High, Year to Date From -15 to 999 >> >ROE (Latest Fiscal Year Reported) From 12 to 999 Debt % (Latest Fiscal >> >Year Reported) >> > From 0 to 100 Accumulation/Distribution (Acc/Dis) Rating A, B Exchange >> > NYSE, AMEX, NASDAQ >> > >> > >> >- >> >-To subscribe/unsubscribe, email >> "<mailto:majordomo@xmission.com>majordomo@xmission.com" >> >-In the email body, write "subscribe canslim" or >> >-"unsubscribe canslim". Do not use quotes in your email. >> >> >>- >>-To subscribe/unsubscribe, email >>"<mailto:majordomo@xmission.com>majordomo@xmission.com" >>-In the email body, write "subscribe canslim" or >>-"unsubscribe canslim". Do not use quotes in your email. - --=====================_67022895==_.ALT Content-Type: text/html; charset="us-ascii" <html> All I know about the time share industry is for a few weeks last spring I was getting calls from a TWRI sales rep at least once a day because someone I vaguely know from work put my name on a list. They kept calling even though I have caller ID and never picked up the phone. I just happened to notice the stock when doing my weekly wide net screens. I was surprised to see it had such good numbers. So I figured between the good numbers and the aggressive sales program (assuming not all people are like me and would actually answer the phone when they call) it might be a good bet. So far it's worked out okay and still has room to grow. <br> <br> I missed APOG initially because I use to use a minimum number, like 15%, for last quarterly sales. But it was Mark Boucher on TM who bought the stock when it recently broke out. I checked it out to see how I missed it and that's when I noticed the last three quarters of sequential sales were progressing positively even though each quarter year over year was negative. He's making a bet that the construction industry is going to pick up as the economy does I guess. He also bought RYL last week but that one I don't feel as good about and am going to pass for now. I'll watch it this week. It does appear to be grossly underpriced when compared to the 5 yr growth rate, the S&P and the last quarterly earnings. But next years est. for annual rev is -5%. And I didnt think the breakout above 63.25 was all that impressive.<br> <br> <br> <br> . At 05:02 PM 12/9/01 -0500, you wrote:<br> <font size=2><blockquote type=cite cite>Doug, I can hardly disagree with your suggestions since I am a firm believer in keeping screening criteria loose enough to allow human intelligence to play a part in the final review. Since I also have both POSS and APOG (up now 25 and 14% respectively) in my VR fund, I am not in a position to suggest your looser criteria are "too loose".</font><br> <br> <font size=2>I avoided TWRI primarily because of my personal knowledge of the time share industry.</font><br> <br> Tom Worley<br> <a href="mailto:stkguru@netside.net">stkguru@netside.net</a><br> AIM: TexWorley<br> <blockquote type=cite cite>----- Original Message ----- <br> <b>From:</b> <a href="mailto:dzc@qwest.net">DougC</a> <br> <b>To:</b> <a href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</a> <br> <b>Sent:</b> Sunday, December 09, 2001 12:59 PM<br> <b>Subject:</b> Re: [CANSLIM] Very short list of stocks<br> <br> Andreas<br> <br> Most of the criteria you list below is similar to what I use and probably <br> what a lot of other canslim followers use. If you want to widen the net a <br> little I'd suggest dropping the annual %EPS growth rate, change in latest <br> quarterly sales, annual % sales growth rate and the ROE criteria. Also I'd <br> include stocks not currently showing any funds ownership. Some members of <br> this list with vast business and stock investing experience might strongly <br> disagree with my suggestions, especially ROE. But I'd found by dropping <br> those criteria in my initial searches I at least get a good look at <br> possible turnaround situations .i.e apog, poss. APOG has negative quarterly <br> sales growth year over year but the last three sequential quarters have a <br> positive progression. Also a stock like TWRI has 0 funds (and a grs of 48) <br> but the rest of it's numbers are fantastic and it's been doing pretty good.<br> <br> <br> At 04:50 AM 12/9/01 +0100, you wrote:<br> >Interesting: Only DFXI, ECTX and TTIL (darn, did not get this breakout <br> >...) match those criterias !!!<br> ><br> >Screen Criteria Parameters<br> >Earnings Per Share (EPS) Rating From 79 to 99<br> >Relative Price Strength (RS) Rating From 79 to 99 %<br> >Change in Latest Quarter's EPS vs. Same Quarter Prior Year From 25 to 999<br> >Annual % EPS Growth Rate of Last 3 Years From 25 to 999 %<br> >Change Latest Quarter's Sales vs. Same Quarter Prior Year From 25 to 999<br> >Annual % Sales Growth Rate of Last 3 Years From 25 to 999<br> >Shares Outstanding(Mil.) From 1 to 40<br> >% of Stock Owned by Mutual Funds From 1 to 40 Current Price From 6 to 999 %<br> >Current Price is off High, Year to Date From -15 to 999<br> >ROE (Latest Fiscal Year Reported) From 12 to 999 Debt % (Latest Fiscal <br> >Year Reported)<br> > From 0 to 100 Accumulation/Distribution (Acc/Dis) Rating A, B Exchange <br> > NYSE, AMEX, NASDAQ<br> ><br> ><br> >-<br> >-To subscribe/unsubscribe, email "<a href="mailto:majordomo@xmission.com">majordomo@xmission.com</a>"<br> >-In the email body, write "subscribe canslim" or<br> >-"unsubscribe canslim". Do not use quotes in your email.<br> <br> <br> - -<br> - -To subscribe/unsubscribe, email "<a href="mailto:majordomo@xmission.com">majordomo@xmission.com</a>"<br> - -In the email body, write "subscribe canslim" or<br> - -"unsubscribe canslim". Do not use quotes in your email.</blockquote></blockquote></html> - --=====================_67022895==_.ALT-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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