Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] mgam
Date: Sun, 17 Mar 2002 06:48:58 -0500
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This is a multi-part message in MIME format. - ------=_NextPart_000_002D_01C1CD7F.D03C54C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Bob, I agree with you on MGAM, has all the right numbers. RS 99, EPS 80, GRS = 99, ROE 29%, Management owns 18%, funds own 7%. cash flow $1.38 compared = to last year's earnings of 57 cents. Both earnings and revenues growing = strongly both sequentially and year to year. What I don't know is just how much more the Indian gaming industry can = expand, or need to replace / upgrade existing equipment. Like the home = construction biz, seems like it has been growing so fast for so long = that it must sometime hit a saturation point. Any insight / info from = members (lurkers included) is welcomed. On PLMD, the earnings decline two quarters ago would almost always take = it off my list. With an RS 71, and funds ownership at 27%, I would = advise caution. Tom Worley stkguru@bellsouth.net AIM: TexWorley - ----- Original Message -----=20 From: Robert McGill=20 To: canslim@lists.xmission.com=20 Sent: Saturday, March 16, 2002 10:12 PM Subject: [CANSLIM] mgam A little discussion on MGAM but not much. After reading about it in = ibd I waited for the inevitable decline, but it hasn't happened. In = fact, just the opposite. I believe it was at about 28 when that article = in New America appeared 1 or 2 mos ago. Is it possible we've got the = real deal here. Anyone taken a hard look at this co? I could post the = article but I don't want to step on any toes. You can pull it up in = IBD' archives for about $4. One serious winner could go a long ways = right now. Another one that is taking off, although for different = reasons is PLMD. Good Luck, Bob - ------=_NextPart_000_002D_01C1CD7F.D03C54C0 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><FONT face=3DArial>Hi Bob,</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>I agree with you on MGAM, has all the right = numbers. RS=20 99, EPS 80, GRS 99, ROE 29%, Management owns 18%, funds own 7%. cash = flow $1.38=20 compared to last year's earnings of 57 cents. Both earnings and revenues = growing=20 strongly both sequentially and year to year.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>What I don't know is just how much more the = Indian gaming=20 industry can expand, or need to replace / upgrade existing equipment. = Like the=20 home construction biz, seems like it has been growing so fast for so = long that=20 it must sometime hit a saturation point. Any insight / info from members = (lurkers included) is welcomed.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>On PLMD, the earnings decline two quarters ago = would=20 almost always take it off my list. With an RS 71, and funds ownership at = 27%, I=20 would advise caution.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV>Tom Worley<BR><A=20 href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>AIM:=20 TexWorley</DIV> <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20 <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20 title=3Dbluecliff@hotmail.com = href=3D"mailto:bluecliff@hotmail.com">Robert=20 McGill</A> </DIV> <DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20 href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= </DIV> <DIV><B>Sent:</B> Saturday, March 16, 2002 10:12 PM</DIV> <DIV><B>Subject:</B> [CANSLIM] mgam</DIV></DIV> <DIV><BR></DIV> <DIV><FONT face=3DArial size=3D2>A little discussion on MGAM but = not=20 much. After reading about it in ibd I waited for the inevitable = decline,=20 but it hasn't happened. In fact, just the opposite. I = believe it was=20 at about 28 when that article in New America appeared 1 or 2 mos = ago. Is=20 it possible we've got the real deal here. Anyone taken a hard look = at this=20 co? I could post the article but I don't want to step on any = toes. =20 You can pull it up in IBD' archives for about $4. One = serious winner=20 could go a long ways right now. Another one that is taking = off,=20 although for different reasons is PLMD. Good Luck,=20 Bob</FONT></DIV></BODY></HTML> - ------=_NextPart_000_002D_01C1CD7F.D03C54C0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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