Re: [CANSLIM] where is


From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] where is
Date: Thu, 3 Jan 2002 16:44:05 -0600

Previous Article (by Subject): Re: [CANSLIM] where is "Katherine Malm"
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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

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<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>&nbsp;</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>&gt; -----Ursprungliche=20
  Nachricht-----<BR>&gt; Von: Katherine Malm =
[SMTP:kmalm@earthlink.net]<BR>&gt;=20
  Gesendet am: Thursday, January 03, 2002 11:09 PM<BR>&gt; An: <A=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>&gt;=20
  Betreff: Re: [CANSLIM] where is<BR>&gt;<BR>&gt; Hi =
Doug,<BR>&gt;<BR>&gt;=20
  Here's today's tag line on FIC from Briefing.com:<BR>&gt;<BR>&gt; =
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>&gt;<BR>&gt;=20
  Katherine<BR>&gt;&nbsp;&nbsp; ----- Original Message =
- -----<BR>&gt;&nbsp;&nbsp;=20
  From: DOUG CHIURATO<BR>&gt;&nbsp;&nbsp; To: <A=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>&gt;&nbsp;&nbsp;=20
  Sent: Thursday, January 03, 2002 3:55 PM<BR>&gt;&nbsp;&nbsp; Subject: =
Re:=20
  [CANSLIM] where is<BR>&gt;<BR>&gt;<BR>&gt;&nbsp;&nbsp; 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>&gt;<BR>&gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp; ----- Original =
Message=20
  -----<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp; From: Katherine=20
  Malm<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp; To: <A=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;=20
  Sent: Thursday, January 03, 2002 1:45 =
PM<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;=20
  Subject: Re: [CANSLIM] where=20
  is<BR>&gt;<BR>&gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp; 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>&gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;=20
  Katherine<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ----- Original =
Message=20
  -----<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; From: Tim=20
  Fisher<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; To: <A=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  Sent: Thursday, January 03, 2002 2:33=20
  PM<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Subject: Re: [CANSLIM] =
where=20
  is<BR>&gt;<BR>&gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Or =
tightening=20
  up our stops after that distribution day yesterday. I=20
  <BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; actually anticipated it =
once the=20
  pros returned and jacked mine up <BR>till=20
  it<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; hurt on Monday. Glad I =
did -=20
  locked in profits on ALLY and got out <BR>of=20
  AJG<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; even this AM. I didn't =
even=20
  generate a watch list this week since I=20
  <BR>figured<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; breakouts =
would be=20
  very prone to failure - looks like they=20
  are.<BR>&gt;<BR>&gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; At =
12:56 PM=20
  1/3/2002 -0600, you wrote:<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =

  &gt;We're recovering from New Year's celebrations! Either that or=20
  <BR>busily<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &gt;working on =
2001=20
  review and setting 2002 goals and=20
  objectives<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  &gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  &gt;Katherine<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &gt;----- =
Original=20
  Message -----<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &gt;From: =
&lt;<A=20
  =
href=3D"mailto:BIKEAR@aol.com>BIKEAR@aol.com">mailto:BIKEAR@aol.com&gt;BI=
KEAR@aol.com</A><BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  &gt;To: &lt;<A=20
  =
href=3D"mailto:canslim@lists.xmission.com>canslim@lists.xmission.com">mai=
lto:canslim@lists.xmission.com&gt;canslim@lists.xmission.com</A><BR>&gt;&=
nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  &gt;Sent: Thursday, January 03, 2002 11:39=20
  AM<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &gt;Subject: Re: =
[CANSLIM]=20
  where is<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  &gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &gt;where is=20
  everyone?<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  &gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  &gt;-<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &gt;-To=20
  subscribe/unsubscribe, =
email<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  &gt;"&lt;<A=20
  =
href=3D"mailto:majordomo@xmission.com>majordomo@xmission.com">mailto:majo=
rdomo@xmission.com&gt;majordomo@xmission.com</A>"<BR>&gt;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;=20
  &gt;-In the email body, write "subscribe canslim"=20
  or<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &gt;-"unsubscribe=20
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  email.<BR>&gt;<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Tim=20
  Fisher<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ore-ROCK-On =
Rockhounding=20
  Web Site<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Pacific Fishery=20
  Biologists Information<BR>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <A=20
  =
href=3D"mailto:tim@OreRockOn.com">mailto:tim@OreRockOn.com</A><BR>&gt;&nb=
sp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
  WWW <A=20
  =
href=3D"http://OreRockOn.com">http://OreRockOn.com</A><BR>&gt;<BR>&gt;<BR=
>&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
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