Go to Jeff Salisbury LWGate Home Page.From: Ian <ianstm@shaw.ca>
Subject: Re: [CANSLIM] The Marketing sector
Date: Fri, 15 Feb 2002 20:38:08 -0800
Previous Article (by Subject): Re: [CANSLIM] Lack of Buy Candidates "David Squires"
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I was thinking more along the lines of companies that you hire to outsource your marketing for you - direct mail, mass email, targeted campaigns etc.. But the companies you listed seem to be connected - I see that OVER is doing exceptionlly well.
Ian
----- Original Message -----
From: Katherine Malm
To: canslim@lists.xmission.com
Sent: Friday, February 15, 2002 12:58 PM
Subject: Re: [CANSLIM] The Marketing sector
Hi Ian,
Are you talking about companies like OVER, LOOK, YHOO, ASKJ, DCLK, INKT (the non-caching parts of the business)?
Katherine
----- Original Message -----
From: Ian
To: canslim@lists.xmission.com
Sent: Friday, February 15, 2002 10:42 AM
Subject: [CANSLIM] The Marketing sector
Hi all:
I have noticed that the small marketing companies that I follow have had
very good operating results lately. Logically, it makes sense to me that
these companies would be outperforming at this part of the economic cycle.
I have no idea if 'marketing' is a trackable sector or not, but I would be
curious if anyone has access to tools that show how the sector is doing, and
who its segment leaders are.
Thanks,
Ian
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<DIV><FONT size=2>I was thinking more along the lines of companies that you hire
to outsource your marketing for you - direct mail, mass email, targeted
campaigns etc.. But the companies you listed seem to be connected - I see that
OVER is doing exceptionlly well.</FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2>Ian</FONT></DIV>
<BLOCKQUOTE
style="BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-RIGHT: 0px">
<DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV
style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B>
<A href="mailto:kmalm@earthlink.net" title=kmalm@earthlink.net>Katherine
Malm</A> </DIV>
<DIV style="FONT: 10pt arial"><B>To:</B> <A
href="mailto:canslim@lists.xmission.com"
title=canslim@lists.xmission.com>canslim@lists.xmission.com</A> </DIV>
<DIV style="FONT: 10pt arial"><B>Sent:</B> Friday, February 15, 2002 12:58
PM</DIV>
<DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] The Marketing
sector</DIV>
<DIV><BR></DIV>
<DIV>Hi Ian,</DIV>
<DIV> </DIV>
<DIV>Are you talking about companies like OVER, LOOK, YHOO, ASKJ, DCLK, INKT
(the non-caching parts of the business)?</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE
style="BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-RIGHT: 0px">
<DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV
style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B>
<A href="mailto:ianstm@shaw.ca" title=ianstm@shaw.ca>Ian</A> </DIV>
<DIV style="FONT: 10pt arial"><B>To:</B> <A
href="mailto:canslim@lists.xmission.com"
title=canslim@lists.xmission.com>canslim@lists.xmission.com</A> </DIV>
<DIV style="FONT: 10pt arial"><B>Sent:</B> Friday, February 15, 2002 10:42
AM</DIV>
<DIV style="FONT: 10pt arial"><B>Subject:</B> [CANSLIM] The Marketing
sector</DIV>
<DIV><BR></DIV>Hi all:<BR><BR>I have noticed that the small marketing
companies that I follow have had<BR>very good operating results lately.
Logically, it makes sense to me that<BR>these companies would be
outperforming at this part of the economic cycle.<BR><BR>I have no idea if
'marketing' is a trackable sector or not, but I would be<BR>curious if
anyone has access to tools that show how the sector is doing, and<BR>who its
segment leaders are.<BR><BR>Thanks,<BR><BR>Ian<BR><BR><BR><BR><BR>-<BR>-To
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email body, write "subscribe canslim" or<BR>-"unsubscribe canslim". Do
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