Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] MicroCaps
Date: Wed, 20 Mar 2002 19:24:09 -0500
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This is a multi-part message in MIME format. - ------=_NextPart_000_00C1_01C1D044.CEF8F420 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Gene, Micro and really, really small "small caps" are my favorites. I review = daily a list of stocks hitting new highs that day, using Marketwatch at = the CBS site. My basic parameters are volume of 1000 to 500,000 shares = traded that day, price from $2 to $20, market cap up to several hundred = million (depending on your preference), and trailing PE of 1 to 100. For CANSLIM criteria, I want RS at least over 80, but preferably well = over 90. I will accept EPS ranking down to about 50 or so, but only if I = can vocalize why earnings per share is ready to accelerate. I personally = prefer funds ownership in the low single digits to zero (I like to be = smarter and quicker than the average small cap fund manager), with = management ownership well into double digits. I have had some of my = better results with management owning over 50% of the issue. While I like ROE well into double digits, I have had many winners where = it was in the low single digits when I first bought it. Tom Worley stkguru@bellsouth.net AIM: TexWorley - ----- Original Message -----=20 From: Gene Ricci=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, March 20, 2002 6:57 PM Subject: [CANSLIM] MicroCaps I would like to find fundamentally sound microcap stocks... any hints on = DGO criteria... ? Thanks, Gene ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, March 20, 2002 5:25 PM Subject: Re: [CANSLIM] SMD 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 > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - ------=_NextPart_000_00C1_01C1D044.CEF8F420 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>Gene,</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>Micro and really, really small "small caps" are = my=20 favorites. I review daily a list of stocks hitting new highs that day, = using=20 Marketwatch at the CBS site. My basic parameters are volume of 1000 to = 500,000=20 shares traded that day, price from $2 to $20, market cap up to several = hundred=20 million (depending on your preference), and trailing PE of 1 to=20 100.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>For CANSLIM criteria, I want RS at least over = 80, but=20 preferably well over 90. I will accept EPS ranking down to about 50 or = so, but=20 only if I can vocalize why earnings per share is ready to accelerate. I=20 personally prefer funds ownership in the low single digits to zero (I = like to be=20 smarter and quicker than the average small cap fund manager), with = management=20 ownership well into double digits. I have had some of my better results = with=20 management owning over 50% of the issue.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>While I like ROE well into double digits, I have = had many=20 winners where it was in the low single digits when I first bought=20 it.</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=3Dgenr@swbell.net href=3D"mailto:genr@swbell.net">Gene Ricci</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> Wednesday, March 20, 2002 6:57 PM</DIV> <DIV><B>Subject:</B> [CANSLIM] MicroCaps</DIV></DIV> <DIV><BR></DIV> <DIV><FONT face=3D"Comic Sans MS">I would like to find = fundamentally=20 sound microcap stocks... any hints on DGO criteria... ?</FONT></DIV> <DIV><FONT face=3D"Comic Sans MS"></FONT> </DIV> <DIV><FONT face=3D"Comic Sans MS">Thanks,</FONT></DIV> <DIV><FONT face=3D"Comic Sans MS">Gene</FONT></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=3Dstkguru@bellsouth.net = href=3D"mailto:stkguru@bellsouth.net">Tom=20 Worley</A> </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>= </DIV> <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, March 20, 2002 = 5:25=20 PM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] = SMD</DIV> <DIV><BR></DIV>Good luck, I saw it on many of my daily lists, but also = could=20 not convince<BR>myself that Karaoke (shudder) was making a come=20 back.<BR><BR>Guess I should have dug deeper despite my lack of singing = talent.<BR><BR>Tom Worley<BR><A=20 = href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>AIM:=20 TexWorley<BR>----- Original Message -----<BR>From: "Ricardo Bekin" = <<A=20 href=3D"mailto:rbekin@hotmail.com">rbekin@hotmail.com</A>><BR>To: = <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>Sent:=20 Wednesday, March 20, 2002 6:02 PM<BR>Subject: Re: [CANSLIM] = SMD<BR><BR><BR>HI=20 Tom, I thought it might have been an acquisition, but then I dug into=20 the<BR>financials and listened to the latest conference call, and the = bottom=20 line<BR>is it was growth, pure and simple (I personally don't like = Karaoke,=20 but I<BR>guess there's a whole lot of wannabe Wayne Newtons and Spice = Girls=20 out<BR>there)<BR><BR>SMD thinks they can continue to grow in the US = (it would=20 be great if they<BR>picked up the WalMart account) and then will also = expand=20 in Europe<BR><BR>by the way, I had some other issues with the Balance = Sheet,=20 like the huge<BR>spike in A/R, but the CC cleared that too (they have = already=20 collected on<BR>most or all of the receivables)<BR><BR>"sounds" good = to=20 me<BR><BR>----- Original Message -----<BR>From: "Tom Worley" <<A=20 = href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A>><BR>To= :=20 <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>Sent:=20 Wednesday, March 20, 2002 4:49 PM<BR>Subject: Re: [CANSLIM]=20 SMD<BR><BR><BR>> Ricardo,<BR>><BR>> I note that the Sep and = Dec=20 quarters tripled sales, and earnings went<BR>> through the roof. I = would=20 want to know that whatever happened to cause<BR>this<BR>> (maybe an = acquisition?) will continue in the future.<BR>><BR>> Tom = Worley<BR>>=20 <A = href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>> = AIM:=20 TexWorley<BR>> ----- Original Message -----<BR>> From: "Ricardo = Bekin"=20 <<A = href=3D"mailto:rbekin@hotmail.com">rbekin@hotmail.com</A>><BR>> = To:=20 "CANSLIM" <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>>=20 Sent: Wednesday, March 20, 2002 1:13 PM<BR>> Subject: [CANSLIM]=20 SMD<BR>><BR>><BR>> SMD is close to a new high today, on 1.5 = times=20 ADV, it just keeps humming<BR>> along (sorry...)<BR>><BR>> I = liked=20 the fundamentals and bought it earlier this month (before=20 the<BR>split)<BR>><BR>> Ricardo<BR>><BR>> -<BR>> -To=20 subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; -In=20 the email body, write "subscribe canslim" or<BR>> -"unsubscribe=20 canslim". Do not use quotes in your=20 email.<BR>><BR>><BR>><BR>><BR>> -<BR>> -To=20 subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; -In=20 the email body, write "subscribe canslim" or<BR>> -"unsubscribe=20 canslim". Do not use quotes in your = email.<BR>><BR><BR>-<BR>-To=20 subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In= the=20 email body, write "subscribe canslim" or<BR>-"unsubscribe = canslim". Do=20 not use quotes in your email.<BR><BR><BR><BR><BR>-<BR>-To=20 subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In= the=20 email body, write "subscribe canslim" or<BR>-"unsubscribe = canslim". Do=20 not use quotes in your email.<BR></BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_00C1_01C1D044.CEF8F420-- - - - -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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