Re: [CANSLIM] PPDI

From: Spencer48@aol.com
Subject: Re: [CANSLIM] PPDI
Date: Thu, 14 Mar 2002 15:25:54 EST

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Tom:

     I'd agree with you totally-except for one thing.  Here is where I agree: 
 Sequential growth in earnings especially (less so in sales, but still so) is 
as you put it "stagnant".  

     Now, I'd say that both earnings and sales will appear stronger in 2002, 
ie. 2001 was such a lousy year for the economy because the US was in a 
recession.  However, the annual growth rate in earnings in  PPDI in 
2000/20001 was nearly 50%.  So, I'm really not that certain how much, given 
the probability that we are coming out of a recession, sequential quarterly 
earnings in 2001 should be weighed. Additionally, the sequential added up to 
a nearly 50% increase in the annual rate of earnings growth in 2000/20001. 

     What does give me pause is that the quarterly rate of earnings growth is 
declining (ie. rising slower than previous quarters).  However, in its most 
recent quarter sales are up, both sequentially and compared to four quarters 
ago, which suggests to me, just from these numbers posted, that PPDI, as a 
company, is not getting weaker.

jans



In a message dated 3/14/2002 8:22:41 AM Eastern Standard Time, 
stkguru@netside.net writes:

<< It appears to me that while both sales and earnings for the past 4 qtrs 
show
 healthy percentage gains over 2000, they stagnated on a sequential basis in
 2001. Thus even tho full year 2002 forecasts call for a 31% gain in
 earnings, Q1 may be a difficult y2y comparison.  And the lack of growth
 overall in 2001 would make me want to question and review the arguments why
 2002 would be up 31%.
  >>

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