Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] where is
Date: Thu, 3 Jan 2002 16:44:05 -0600
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This is a multi-part message in MIME format. - ------=_NextPart_000_0096_01C19475.DB267660 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable All boils down to "dangerous words" again, i.e. "accounting = irregularities." Remember Sunbeam? Microstrategy? Sometimes these things = are tip of the iceburg. On rare occasion, they are nothing. But the = group was falling apart already and the breakout on 12/28 failed. So = this Robby Stevens call is just one more piece of evidence FIC's run is = over for the time being. Katherine ----- Original Message -----=20 From: Andreas Himmelreich=20 To: 'canslim@lists.xmission.com'=20 Sent: Thursday, January 03, 2002 4:40 PM Subject: AW: [CANSLIM] where is Well, if that is the reason, I do not understand the move at all. Lets say you do not count these 0.09 per Share. Then they would have made 0.51 instead of 0.60, still good growth against = the=20 year ago EPS of 0.39 in a pretty difficult quater. Who the hell is Robertson Stephens? I love analysts. > -----Ursprungliche Nachricht----- > Von: Katherine Malm [SMTP:kmalm@earthlink.net] > Gesendet am: Thursday, January 03, 2002 11:09 PM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] where is > > Hi Doug, > > Here's today's tag line on FIC from Briefing.com: > > Fair, Isaac and Co (FIC) 52.90 -9.05 (-14.6%): Stock is getting = whacked=20 on a pre-open Robertson Stephens note that raises concerns about the = co's=20 Q4 10K; specifically, the firm says that FIC seems to have recognized = $6.2=20 mln of 'non-core' revs, contributing $0.05-$0.09 to FIC's Q4 EPS. > > Katherine > ----- Original Message ----- > From: DOUG CHIURATO > To: canslim@lists.xmission.com > Sent: Thursday, January 03, 2002 3:55 PM > Subject: Re: [CANSLIM] where is > > > Wow. a 23% drop in one day. Probably won't make for a very good = handle.=20 ;( Didnt see any news giving any reason for it. It's in the same group = as=20 EPIQ, according to DGO. Two of the other 5 top stocks in that group = got=20 hit. TSAI, which doesnt have very good fundies anyway and DGIN which = has=20 recovering fundies but would not have been good enough for me. The = surprise=20 is the fundies of FIC don't look too bad. Strong sequential growth in = rev=20 and income. I'm Just glad I'm not in it. Most of my stocks held up = pretty=20 good today. DYII looks like it's trying for another breakout. Hoping = it=20 won't end up like FIC. > > > ----- Original Message ----- > From: Katherine Malm > To: canslim@lists.xmission.com > Sent: Thursday, January 03, 2002 1:45 PM > Subject: Re: [CANSLIM] where is > > > D'you see that spectacular fall from grace on FIC today? Failed = B/O=20 back on 12/28 and trouble already in the group...but Ouch, what a = stinky=20 stock that became today...hope nobody here was holding... > > Katherine > ----- Original Message ----- > From: Tim Fisher > To: canslim@lists.xmission.com > Sent: Thursday, January 03, 2002 2:33 PM > Subject: Re: [CANSLIM] where is > > > Or tightening up our stops after that distribution day = yesterday. I=20 > actually anticipated it once the pros returned and jacked mine = up=20 till it > hurt on Monday. Glad I did - locked in profits on ALLY and got = out=20 of AJG > even this AM. I didn't even generate a watch list this week = since I=20 figured > breakouts would be very prone to failure - looks like they = are. > > > At 12:56 PM 1/3/2002 -0600, you wrote: > >We're recovering from New Year's celebrations! Either that or = busily > >working on 2001 review and setting 2002 goals and objectives > > > >Katherine > >----- Original Message ----- > >From: <mailto:BIKEAR@aol.com>BIKEAR@aol.com > >To: = <mailto:canslim@lists.xmission.com>canslim@lists.xmission.com > >Sent: Thursday, January 03, 2002 11:39 AM > >Subject: Re: [CANSLIM] where is > > > >where is everyone? > > > >- > >-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. > > Tim Fisher > Ore-ROCK-On Rockhounding Web Site > Pacific Fishery Biologists Information > 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. > << Datei: ATT00005.htm >>=20 - -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_0096_01C19475.DB267660 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 5.50.4611.1300" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV>All boils down to "dangerous words" again, i.e. "accounting=20 irregularities." Remember Sunbeam? Microstrategy? Sometimes these things = are tip=20 of the iceburg. On rare occasion, they are nothing. But the group was = falling=20 apart already and the breakout on 12/28 failed. So this Robby Stevens = call is=20 just one more piece of evidence FIC's run is over for the time = being.</DIV> <DIV> </DIV> <DIV>Katherine</DIV> <BLOCKQUOTE=20 style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; = BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px"> <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV> <DIV=20 style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: = black"><B>From:</B>=20 <A title=3Djudgejimmy@web.de href=3D"mailto:judgejimmy@web.de">Andreas = Himmelreich</A> </DIV> <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A = title=3Dcanslim@lists.xmission.com=20 = href=3D"mailto:'canslim@lists.xmission.com'">'canslim@lists.xmission.com'= </A>=20 </DIV> <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Thursday, January 03, = 2002 4:40=20 PM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> AW: [CANSLIM] where = is</DIV> <DIV><BR></DIV>Well, if that is the reason, I do not understand the = move at=20 all.<BR>Lets say you do not count these 0.09 per Share. Then<BR>they = would=20 have made 0.51 instead of 0.60, still good growth against the <BR>year = ago EPS=20 of 0.39 in a pretty<BR>difficult quater.<BR><BR>Who the hell is = Robertson=20 Stephens? I love analysts.<BR><BR>> -----Ursprungliche=20 Nachricht-----<BR>> Von: Katherine Malm = [SMTP:kmalm@earthlink.net]<BR>>=20 Gesendet am: Thursday, January 03, 2002 11:09 PM<BR>> An: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>>=20 Betreff: Re: [CANSLIM] where is<BR>><BR>> Hi = Doug,<BR>><BR>>=20 Here's today's tag line on FIC from Briefing.com:<BR>><BR>> = Fair, Isaac=20 and Co (FIC) 52.90 -9.05 (-14.6%): Stock is getting whacked <BR>on a = pre-open=20 Robertson Stephens note that raises concerns about the co's <BR>Q4 = 10K;=20 specifically, the firm says that FIC seems to have recognized $6.2 = <BR>mln of=20 'non-core' revs, contributing $0.05-$0.09 to FIC's Q4 = EPS.<BR>><BR>>=20 Katherine<BR>> ----- Original Message = - -----<BR>> =20 From: DOUG CHIURATO<BR>> To: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>> =20 Sent: Thursday, January 03, 2002 3:55 PM<BR>> Subject: = Re:=20 [CANSLIM] where is<BR>><BR>><BR>> Wow. a 23% drop = in one=20 day. Probably won't make for a very good handle. <BR>;( Didnt see any = news=20 giving any reason for it. It's in the same group as <BR>EPIQ, = according to=20 DGO. Two of the other 5 top stocks in that group got <BR>hit. TSAI, = which=20 doesnt have very good fundies anyway and DGIN which has <BR>recovering = fundies=20 but would not have been good enough for me. The surprise <BR>is the = fundies of=20 FIC don't look too bad. Strong sequential growth in rev <BR>and = income. I'm=20 Just glad I'm not in it. Most of my stocks held up pretty <BR>good = today. DYII=20 looks like it's trying for another breakout. Hoping it <BR>won't end = up like=20 FIC.<BR>><BR>><BR>> ----- Original = Message=20 -----<BR>> From: Katherine=20 Malm<BR>> To: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>> =20 Sent: Thursday, January 03, 2002 1:45 = PM<BR>> =20 Subject: Re: [CANSLIM] where=20 is<BR>><BR>><BR>> D'you see that = spectacular=20 fall from grace on FIC today? Failed B/O <BR>back on 12/28 and trouble = already=20 in the group...but Ouch, what a stinky <BR>stock that became = today...hope=20 nobody here was holding...<BR>><BR>> =20 Katherine<BR>> ----- Original = Message=20 -----<BR>> From: Tim=20 Fisher<BR>> To: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>> =20 Sent: Thursday, January 03, 2002 2:33=20 PM<BR>> Subject: Re: [CANSLIM] = where=20 is<BR>><BR>><BR>> Or = tightening=20 up our stops after that distribution day yesterday. I=20 <BR>> actually anticipated it = once the=20 pros returned and jacked mine up <BR>till=20 it<BR>> hurt on Monday. Glad I = did -=20 locked in profits on ALLY and got out <BR>of=20 AJG<BR>> even this AM. I didn't = even=20 generate a watch list this week since I=20 <BR>figured<BR>> breakouts = would be=20 very prone to failure - looks like they=20 are.<BR>><BR>><BR>> At = 12:56 PM=20 1/3/2002 -0600, you wrote:<BR>> = >We're recovering from New Year's celebrations! Either that or=20 <BR>busily<BR>> >working on = 2001=20 review and setting 2002 goals and=20 objectives<BR>> =20 ><BR>> =20 >Katherine<BR>> >----- = Original=20 Message -----<BR>> >From: = <<A=20 = href=3D"mailto:BIKEAR@aol.com>BIKEAR@aol.com">mailto:BIKEAR@aol.com>BI= KEAR@aol.com</A><BR>> =20 >To: <<A=20 = href=3D"mailto:canslim@lists.xmission.com>canslim@lists.xmission.com">mai= lto:canslim@lists.xmission.com>canslim@lists.xmission.com</A><BR>>&= nbsp; =20 >Sent: Thursday, January 03, 2002 11:39=20 AM<BR>> >Subject: Re: = [CANSLIM]=20 where is<BR>> =20 ><BR>> >where is=20 everyone?<BR>> =20 ><BR>> =20 >-<BR>> >-To=20 subscribe/unsubscribe, = email<BR>> =20 >"<<A=20 = href=3D"mailto:majordomo@xmission.com>majordomo@xmission.com">mailto:majo= rdomo@xmission.com>majordomo@xmission.com</A>"<BR>> &nbs= p; =20 >-In the email body, write "subscribe canslim"=20 or<BR>> >-"unsubscribe=20 canslim". Do not use quotes in your=20 email.<BR>><BR>> Tim=20 Fisher<BR>> Ore-ROCK-On = Rockhounding=20 Web Site<BR>> Pacific Fishery=20 Biologists Information<BR>> <A=20 = href=3D"mailto:tim@OreRockOn.com">mailto:tim@OreRockOn.com</A><BR>>&nb= sp; =20 WWW <A=20 = href=3D"http://OreRockOn.com">http://OreRockOn.com</A><BR>><BR>><BR= >> =20 -<BR>> -To = subscribe/unsubscribe, email=20 "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; =20 -In the email body, write "subscribe canslim"=20 or<BR>> -"unsubscribe = canslim". =20 Do not use quotes in your email.<BR>> << Datei: = ATT00005.htm=20 >> <BR><BR>-<BR>-To subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In= the=20 email body, write "subscribe canslim" or<BR>-"unsubscribe = canslim". Do=20 not use quotes in your email.</BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_0096_01C19475.DB267660-- - - - -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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