Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: UOPX (was: [CANSLIM] VectorVest fundies)
Date: Tue, 12 Mar 2002 10:27:44 -0500
Next Article (by Author): RE: UOPX (was: [CANSLIM] VectorVest fundies) "Patrick Wahl"
Previous Article (by Author): RE: [CANSLIM] Pick list game (well my own) "Duke Miller"
Next in Thread: RE: UOPX (was: [CANSLIM] VectorVest fundies) "Patrick Wahl"
Articles sorted by: [Date]
[Author]
[Subject]
This is a multi-part message in MIME format.
- ------=_NextPart_000_0023_01C1C9B0.8C2CFC30
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Patrick & Katherine:
I got stopped out as well.
Upon heeding your advice Katherine, a glance at IBD Industry Group lists the
following:
U of Phnx Onln
Ticktmstr CIB
Hotel Rsrv Nwk
Net Bank Inc.
Neoforma Inc
Global Sports
Getty Images
1800Flowers.cm
Expedia Inc
eBay Inc.
Digital River
DoubleClick
Cryptologic
Amazon Comm
What in the name of WON do post-secondary education companies like UOPX have
in common with Ticketmaster?!?! At Multex (you can register for free) they
have a 54 page Piper-Jaffrey report on the industry and feature the
following companies in the report:
In This Report:
APOL, CECO, COCO, DTHK, EDMC, EDSN, LSPN, LTRE, REVU, RLRN, SCHS,
SLVN, SMTF, UOPS
Certainly worth a look-see. And further testimony that IBD needs to
continue refining its industry groups.
Duke
-----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Katherine Malm
Sent: Monday, March 11, 2002 12:01 AM
To: canslim@lists.xmission.com
Subject: Re: UOPX (was: [CANSLIM] VectorVest fundies)
Hi Patrick,
Three essential reasons:
(1) APOL, the parent, owns the lion's share of outstanding shares. As goes
APOL, so goes UOPX. APOL made a feeble attempt at breaking out of a cup with
no handle 2/26. Immediately tailed down the following day. No valid handle
to go with the rest of the cup, so APOL's breakout on 3/4 was bogus in my
mind. UOPX gapped and staged an attempted B/O on the same day, but given
APOL's lousy chart, I put the odds of UOPX's B/O succeeding at very low.
(2) At the time I saw UOPX setting up, its forward PE (not trailing) based
on EPS estimates and growth rate had it at 2 times the industry average. In
a market where value has been steadily outperforming growth, I know that no
stock that is so significantly overpriced by comparison has a chance of
going anywhere.
(3) The rest of the stocks in the industry are also setting up, so the
industry is strong. I would rather choose another stock in the same industry
with a better "story", technicals and valuation as a result.
Katherine
----- Original Message -----
From: Patrick Wahl
To: canslim@lists.xmission.com
Sent: Sunday, March 10, 2002 1:05 PM
Subject: Re: [CANSLIM] VectorVest fundies
If you don't mind one more question, just briefly why did you say a day
or two ago
that you thought UOPX was not a suitable Canslim buy candidate?
My limited examination of the fundamentals didn't turn up any obvious
problems,
and technically I thought it looked ok. As I mentioned last week, I had
questions
about its longer term potential, but short term could not see anything
wrong.
- ------=_NextPart_000_0023_01C1C9B0.8C2CFC30
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 6.00.2713.1100" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><SPAN class=3D210152015-12032002><FONT face=3DArial>Patrick &=20
Katherine:</FONT></SPAN></DIV>
<DIV><SPAN class=3D210152015-12032002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D210152015-12032002><FONT face=3DArial>I got stopped =
out as=20
well. </FONT></SPAN></DIV>
<DIV><SPAN class=3D210152015-12032002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D210152015-12032002><FONT face=3DArial>Upon heeding =
your advice=20
Katherine, a glance at IBD Industry Group lists the=20
following:</FONT></SPAN></DIV>
<DIV><SPAN class=3D210152015-12032002><FONT face=3DArial><SPAN=20
class=3D625014414-12032002><FONT face=3D"Times New Roman"> </FONT>
<TABLE style=3D"WIDTH: 92pt; BORDER-COLLAPSE: collapse" cellSpacing=3D0=20
cellPadding=3D0 width=3D123 border=3D0 x:str>
<COLGROUP><FONT face=3D"Times New Roman">
<COL style=3D"WIDTH: 92pt; mso-width-source: userset; mso-width-alt: =
4498"=20
width=3D123></FONT>
<TBODY>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; WIDTH: 92pt; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; =
BACKGROUND-COLOR: transparent"=20
width=3D123 height=3D17><FONT face=3DArial size=3D2>U of Phnx =
Onln</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Ticktmstr =
CIB</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Hotel Rsrv =
Nwk</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Net Bank =
Inc.</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Neoforma =
Inc</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Global =
Sports</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Getty =
Images</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial =
size=3D2>1800Flowers.cm</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Expedia Inc</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>eBay Inc.</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Digital =
River</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>DoubleClick</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Cryptologic</FONT></TD></TR>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD=20
style=3D"BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: =
#d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 12.75pt; BACKGROUND-COLOR: =
transparent"=20
height=3D17><FONT face=3DArial size=3D2>Amazon=20
Comm</FONT></TD></TR></TBODY></TABLE></SPAN></FONT></SPAN></DIV>
<DIV><SPAN class=3D210152015-12032002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D210152015-12032002><FONT face=3DArial>What in the =
name of WON do=20
post-secondary education companies like UOPX have in common=20
with Ticketmaster?!?! At Multex (you can register for free) =
they have=20
a 54 page Piper-Jaffrey report on the industry and feature the =
following=20
companies in the report:</FONT></SPAN></DIV>
<DIV><SPAN class=3D210152015-12032002><FONT=20
face=3DArial></FONT></SPAN> </DIV><SPAN class=3D210152015-12032002>
<DIV>
<TABLE cellSpacing=3D0 cellPadding=3D3 align=3Dleft bgColor=3D#ffffff =
border=3D0>
<TBODY>
<TR>
<TD><SPAN =
class=3DGBtextb> In This Report: </SPAN></TD></TR>
<TR>
<TD><SPAN class=3Dv10>APOL, CECO, COCO, DTHK, EDMC, EDSN, LSPN, =
LTRE, REVU,=20
RLRN, SCHS, SLVN, SMTF, =
UOPS</SPAN></TD></TR></TBODY></TABLE></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><SPAN class=3D210152015-12032002><FONT face=3DArial>Certainly worth =
a=20
look-see. And further testimony that IBD needs to continue =
refining its=20
industry groups. </FONT></SPAN></DIV>
<DIV><SPAN class=3D210152015-12032002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D210152015-12032002><FONT=20
face=3DArial>Duke</FONT></SPAN></DIV></SPAN>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px =
solid; MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B>=20
owner-canslim@lists.xmission.com=20
[mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Katherine =
Malm<BR><B>Sent:</B> Monday, March 11, 2002 12:01 AM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> Re: UOPX (was: [CANSLIM] =
VectorVest fundies)<BR><BR></FONT></DIV>
<DIV>Hi Patrick,</DIV>
<DIV> </DIV>
<DIV>Three essential reasons:</DIV>
<DIV> </DIV>
<DIV>(1) APOL, the parent, owns the lion's share of outstanding =
shares. As=20
goes APOL, so goes UOPX. APOL made a feeble attempt at breaking out of =
a cup=20
with no handle 2/26. Immediately tailed down the following day. No =
valid=20
handle to go with the rest of the cup, so APOL's breakout on 3/4=20
was bogus in my mind. UOPX gapped and staged an attempted B/O on =
the same=20
day, but given APOL's lousy chart, I put the odds of UOPX's B/O =
succeeding at=20
very low.</DIV>
<DIV> </DIV>
<DIV>(2) At the time I saw UOPX setting up, its forward PE (not =
trailing)=20
based on EPS estimates and growth rate had it at 2 times the industry =
average.=20
In a market where value has been steadily outperforming growth, I know =
that no=20
stock that is so significantly overpriced by comparison has a chance =
of going=20
anywhere.</DIV>
<DIV> </DIV>
<DIV>(3) The rest of the stocks in the industry are also setting up, =
so the=20
industry is strong. I would rather choose another stock in the same =
industry=20
with a better "story", technicals and valuation as a result.</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=3Dpjwahl@attbi.com href=3D"mailto:pjwahl@attbi.com">Patrick =
Wahl</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>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Sunday, March 10, 2002 =
1:05=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
VectorVest=20
fundies</DIV>
<DIV><BR><BR>If you don't mind one more question, just briefly why =
did you=20
say a day or two ago <BR>that you thought UOPX was not a suitable =
Canslim=20
buy candidate?<BR><BR>My limited examination of the fundamentals =
didn't turn=20
up any obvious problems, <BR>and technically I thought it looked =
ok. =20
As I mentioned last week, I had questions <BR>about its longer term=20
potential, but short term could not see anything=20
wrong.</DIV></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
- ------=_NextPart_000_0023_01C1C9B0.8C2CFC30--
- -
- -To subscribe/unsubscribe, email "majordomo@xmission.com"
- -In the email body, write "subscribe canslim" or
- -"unsubscribe canslim". Do not use quotes in your email.
Next Article (by Author): RE: UOPX (was: [CANSLIM] VectorVest fundies) "Patrick Wahl"
Previous Article (by Author): RE: [CANSLIM] Pick list game (well my own) "Duke Miller"
Next in Thread: RE: UOPX (was: [CANSLIM] VectorVest fundies) "Patrick Wahl"
Articles sorted by: [Date]
[Author]
[Subject]