Re: [CANSLIM] SMD

From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] SMD
Date: Wed, 20 Mar 2002 18:25:50 -0500

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Good luck, I saw it on many of my daily lists, but also could not convince
myself that Karaoke (shudder) was making a come back.

Guess I should have dug deeper despite my lack of singing talent.

Tom Worley
stkguru@bellsouth.net
AIM: TexWorley
- ----- Original Message -----
From: "Ricardo Bekin" <rbekin@hotmail.com>
To: <canslim@lists.xmission.com>
Sent: Wednesday, March 20, 2002 6:02 PM
Subject: Re: [CANSLIM] SMD


HI Tom, I thought it might have been an acquisition, but then I dug into the
financials and listened to the latest conference call, and the bottom line
is it was growth, pure and simple (I personally don't like Karaoke, but I
guess there's a whole lot of wannabe Wayne Newtons and Spice Girls out
there)

SMD thinks they can continue to grow in the US (it would be great if they
picked up the WalMart account) and then will also expand in Europe

by the way, I had some other issues with the Balance Sheet, like the huge
spike in A/R, but the CC cleared that too (they have already collected on
most or all of the receivables)

"sounds" good to me

- ----- Original Message -----
From: "Tom Worley" <stkguru@bellsouth.net>
To: <canslim@lists.xmission.com>
Sent: Wednesday, March 20, 2002 4:49 PM
Subject: Re: [CANSLIM] SMD


> Ricardo,
>
> I note that the Sep and Dec quarters tripled sales, and earnings went
> through the roof. I would want to know that whatever happened to cause
this
> (maybe an acquisition?) will continue in the future.
>
> Tom Worley
> stkguru@bellsouth.net
> AIM: TexWorley
> ----- Original Message -----
> From: "Ricardo Bekin" <rbekin@hotmail.com>
> To: "CANSLIM" <canslim@lists.xmission.com>
> Sent: Wednesday, March 20, 2002 1:13 PM
> Subject: [CANSLIM] SMD
>
>
> SMD is close to a new high today, on 1.5 times ADV, it just keeps humming
> along (sorry...)
>
> I liked the fundamentals and bought it earlier this month (before the
split)
>
> Ricardo
>
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