Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] TASR
Date: Wed, 9 Jan 2002 09:08:55 -0600
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Three thoughts, Tom.
First, whether or not you play this as "pure" CANSLIM, I think your =
analysis shows how important underlying fundamental due diligence is =
when assessing the quality of a stock/company. The longer the expected =
holding period, the more important this becomes.
Second...excellent pick!
Third...darn....are we going to have to worry about random people =
tasering us in a crowded mall?
Katherine
----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, January 09, 2002 8:39 AM
Subject: Re: [CANSLIM] TASR
Hi Katherine,
TASR is a good example of where my propensity for fundamentals pays =
off when used in combination with CANSLIM. I liked the story of Taser, I =
knew the product (non lethal weapon, electrical). I held off initially =
because their sales were so low, and they were yet to be profitable (one =
of my basic requirements). But after 9/11, when I saw the airlines =
talking to the company (and over 1,000 police departments were already =
testing or using their tasers), I saw the immediate value of their =
product, and the likelihood of FAA approval (expected now later this =
month).=20
United Airlines already contracted with them for about 1,000 units (at =
about $600 each, doesn't sound like much but a big percentage of =
quarterly sales, and they have inventory for immediate delivery, so =
should be in Q4 results. Two other airlines also contracted with them, =
and several others are talking to them, but waiting on FAA approval of =
non-lethal weapons in the cockpit.
Now they also announce that they are introducing a "home consumer" =
stun gun, lower powered than the police version. Opens up another piece =
of the marketing pie. Less than 30 minutes into today's open, it already =
up over 21% on over 4X ADV, I'm smiling.
Tom Worley
stkguru@netside.net
AIM: TexWorley
----- Original Message -----=20
From: Katherine Malm=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, January 09, 2002 9:06 AM
Subject: Re: [CANSLIM] TASR
Nice catch, Tom. It shows the value of knowing the underlying stock =
and catching it on good pullbacks. In your analysis, would it bother you =
that they have several quarters of negative EPS? I also show a forward =
growth rate of -2%. Because of this, a stock like TASR would run below =
my radar. What's your take on forward growth? I suppose if they were =
awarded any substantial contracts, etc., their forward story would be =
different than the current analysis would suggest.
Katherine
----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, January 09, 2002 7:46 AM
Subject: [CANSLIM] TASR
Taser is currently crossed market in pre-market trading after =
heavy volume and a 13% gain yesterday. Currently trading 16.75, up =
nearly 15% more. Obviously way too extended to buy, but if you were as =
lucky as me to buy more at yesterday's low, looks like a volatile and =
hopefully nice ride today on a likely gap up on the open.
Tom Worley
stkguru@netside.net
AIM: TexWorley
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<BODY bgColor=3D#ffffff>
<DIV>Three thoughts, Tom.</DIV>
<DIV> </DIV>
<DIV>First, whether or not you play this as "pure" CANSLIM, I think your =
analysis shows how important underlying fundamental due diligence is =
when=20
assessing the quality of a stock/company. The longer the expected =
holding=20
period, the more important this becomes.</DIV>
<DIV> </DIV>
<DIV>Second...excellent pick!</DIV>
<DIV> </DIV>
<DIV>Third...darn....are we going to have to worry about random people =
tasering=20
us in a crowded mall?</DIV>
<DIV> </DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=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=3Dstkguru@netside.net href=3D"mailto:stkguru@netside.net">Tom =
Worley</A>=20
</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>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, January 09, =
2002 8:39=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
TASR</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial>Hi Katherine,</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>TASR is a good example of where my propensity =
for=20
fundamentals pays off when used in combination with CANSLIM. I liked =
the story=20
of Taser, I knew the product (non lethal weapon, electrical). I held =
off=20
initially because their sales were so low, and they were yet to be =
profitable=20
(one of my basic requirements). But after 9/11, when I saw the =
airlines=20
talking to the company (and over 1,000 police departments were already =
testing=20
or using their tasers), I saw the immediate value of their product, =
and the=20
likelihood of FAA approval (expected now later this month). =
</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>United Airlines already contracted with them =
for about=20
1,000 units (at about $600 each, doesn't sound like much but a big =
percentage=20
of quarterly sales, and they have inventory for immediate delivery, so =
should=20
be in Q4 results. Two other airlines also contracted with them, and =
several=20
others are talking to them, but waiting on FAA approval of non-lethal =
weapons=20
in the cockpit.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>Now they also announce that they are =
introducing a "home=20
consumer" stun gun, lower powered than the police version. Opens up =
another=20
piece of the marketing pie. Less than 30 minutes into today's open, it =
already=20
up over 21% on over 4X ADV, I'm smiling.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV>Tom Worley<BR><A=20
href=3D"mailto:stkguru@netside.net">stkguru@netside.net</A><BR>AIM:=20
TexWorley</DIV>
<BLOCKQUOTE dir=3Dltr=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=3Dkmalm@earthlink.net =
href=3D"mailto:kmalm@earthlink.net">Katherine=20
Malm</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> Wednesday, January 09, =
2002 9:06=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
TASR</DIV>
<DIV><BR></DIV>
<DIV>Nice catch, Tom. It shows the value of knowing the underlying =
stock and=20
catching it on good pullbacks. In your analysis, would it bother you =
that=20
they have several quarters of negative EPS? I also show a forward =
growth=20
rate of -2%. Because of this, a stock like TASR would run below my =
radar.=20
What's your take on forward growth? I suppose if they were awarded =
any=20
substantial contracts, etc., their forward story would be different =
than the=20
current analysis would suggest.</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=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=3Dstkguru@netside.net =
href=3D"mailto:stkguru@netside.net">Tom=20
Worley</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
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> Wednesday, January =
09, 2002=20
7:46 AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] =
TASR</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial>Taser is currently crossed market in =
pre-market=20
trading after heavy volume and a 13% gain yesterday. Currently =
trading=20
16.75, up nearly 15% more. Obviously way too extended to buy, but =
if you=20
were as lucky as me to buy more at yesterday's low, looks like a =
volatile=20
and hopefully nice ride today on a likely gap up on the =
open.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>Tom Worley<BR><A=20
=
href=3D"mailto:stkguru@netside.net">stkguru@netside.net</A><BR>AIM:=20
=
TexWorley</FONT></DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTM=
L>
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