Go to Jeff Salisbury LWGate Home Page.From: Gene Ricci <genr@swbell.net>
Subject: Re: [CANSLIM] MicroCaps
Date: Wed, 20 Mar 2002 23:45:35 -0600
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Tom, I set the following scan in DGO and uncovered 73 gems, was totally =
surprised at how high the EPS & RS ratings are. Thanks for your help, =
just what the doctor ordered.
Gene
Earnings Per Share (EPS) Rating Greater than or equal to: 50=20
Relative Price Strength (RS) Rating Greater than or equal to: 80=20
% of Stock Owned by Mutual Funds Less than or equal to: 10=20
Current Price From 2.000 to 20.000=20
Current 50-Day Average Volume(1000) From 1 to 500=20
ROE (Latest Fiscal Year Reported) Greater than or equal to: 10=20
Current Trailing 12 Month P/E From 1 to 100=20
----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, March 20, 2002 6:24 PM
Subject: Re: [CANSLIM] MicroCaps
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.
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<BODY bgColor=3D#ffffff>
<DIV><FONT face=3D"Comic Sans MS">Tom, I set the following scan in =
DGO and=20
uncovered 73 gems, was totally surprised at how high the EPS & RS =
ratings=20
are. Thanks for your help, just what the doctor ordered.</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS">Gene</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT> </DIV>
<DIV>
<TABLE cellSpacing=3D2 cellPadding=3D2 width=3D550 align=3Dcenter =
border=3D0>
<TBODY>
<TR>
<TD vAlign=3Dtop><FONT size=3D2>Earnings Per Share (EPS) =
Rating</FONT></TD>
<TD vAlign=3Dtop align=3Dleft><FONT size=3D2>Greater than or equal =
to:=20
50</FONT></TD></TR>
<TR>
<TD vAlign=3Dtop><FONT size=3D2>Relative Price Strength (RS) =
Rating</FONT></TD>
<TD vAlign=3Dtop align=3Dleft><FONT size=3D2>Greater than or equal =
to:=20
80</FONT></TD></TR>
<TR>
<TD vAlign=3Dtop><FONT size=3D2>% of Stock Owned by Mutual =
Funds</FONT></TD>
<TD vAlign=3Dtop align=3Dleft><FONT size=3D2>Less than or equal to:=20
10</FONT></TD></TR>
<TR>
<TD vAlign=3Dtop><FONT size=3D2>Current Price</FONT></TD>
<TD vAlign=3Dtop align=3Dleft><FONT size=3D2>From 2.000 to =
20.000</FONT></TD></TR>
<TR>
<TD vAlign=3Dtop><FONT size=3D2>Current 50-Day Average =
Volume(1000)</FONT></TD>
<TD vAlign=3Dtop align=3Dleft><FONT size=3D2>From 1 to =
500</FONT></TD></TR>
<TR>
<TD vAlign=3Dtop><FONT size=3D2>ROE (Latest Fiscal Year =
Reported)</FONT></TD>
<TD vAlign=3Dtop align=3Dleft><FONT size=3D2>Greater than or equal =
to:=20
10</FONT></TD></TR>
<TR>
<TD vAlign=3Dtop><FONT size=3D2>Current Trailing 12 Month =
P/E</FONT></TD>
<TD vAlign=3Dtop align=3Dleft><FONT size=3D2>From 1 to=20
100</FONT></TD></TR></TBODY></TABLE><FONT face=3D"Comic Sans MS"=20
size=3D3></FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
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<DIV style=3D"FONT: 10pt arial"><FONT face=3D"Comic Sans MS"=20
size=3D3></FONT> </DIV>
<DIV style=3D"FONT: 10pt arial"><FONT face=3D"Comic Sans MS"=20
size=3D3></FONT> </DIV>
<DIV style=3D"FONT: 10pt arial"><FONT face=3D"Comic Sans MS"=20
size=3D3></FONT> </DIV>
<DIV style=3D"FONT: 10pt arial"><FONT face=3D"Comic Sans MS"=20
size=3D3></FONT> </DIV>
<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 =
6:24=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
MicroCaps</DIV>
<DIV><BR></DIV>
<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=20
be smarter and quicker than the average small cap fund manager), with=20
management ownership well into double digits. I have had some of my =
better=20
results with 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=20
many winners where it was in the low single digits when I first bought =
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>=
=20
</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=20
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]=20
SMD<BR><BR><BR>HI Tom, I thought it might have been an acquisition, =
but then=20
I dug into the<BR>financials and listened to the latest conference =
call, and=20
the bottom line<BR>is it was growth, pure and simple (I personally =
don't=20
like Karaoke, but I<BR>guess there's a whole lot of wannabe Wayne =
Newtons=20
and Spice Girls out<BR>there)<BR><BR>SMD thinks they can continue to =
grow in=20
the US (it would be great if they<BR>picked up the WalMart account) =
and then=20
will also expand in Europe<BR><BR>by the way, I had some other =
issues with=20
the Balance Sheet, like the huge<BR>spike in A/R, but the CC cleared =
that=20
too (they have already collected on<BR>most or all of the=20
receivables)<BR><BR>"sounds" good to me<BR><BR>----- Original =
Message=20
-----<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=20
acquisition?) will continue in the future.<BR>><BR>> Tom=20
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"=20
<<A =
href=3D"mailto:rbekin@hotmail.com">rbekin@hotmail.com</A>><BR>>=20
To: "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></BLOCKQUOTE></BODY></HTML>
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