Go to Jeff Salisbury LWGate Home Page.From: "Fred Richards" <adrich@gte.net>
Subject: RE: [CANSLIM] MicroCaps
Date: Thu, 21 Mar 2002 08:38:03 -0600
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Gene,
OK, you found 73 . . . which five are you going to buy?
Fred
-----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene Ricci
Sent: Wednesday, March 20, 2002 11:46 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] MicroCaps
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
Relative Price Strength (RS) Rating Greater than or equal to: 80
% of Stock Owned by Mutual Funds Less than or equal to: 10
Current Price From 2.000 to 20.000
Current 50-Day Average Volume(1000) From 1 to 500
ROE (Latest Fiscal Year Reported) Greater than or equal to: 10
Current Trailing 12 Month P/E From 1 to 100
----- Original Message -----
From: Tom Worley
To: canslim@lists.xmission.com
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 -----
From: Gene Ricci
To: canslim@lists.xmission.com
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 -----
From: Tom Worley
To: canslim@lists.xmission.com
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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<DIV><SPAN class=3D980293714-21032002><FONT face=3DArial color=3D#0000ff =
size=3D2>Gene,</FONT></SPAN></DIV>
<DIV><SPAN class=3D980293714-21032002><FONT face=3DArial color=3D#0000ff =
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D980293714-21032002><FONT face=3DArial color=3D#0000ff =
size=3D2>OK,=20
you found 73 . . . which five are you going to buy?</FONT></SPAN></DIV>
<DIV><SPAN class=3D980293714-21032002><FONT face=3DArial color=3D#0000ff =
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D980293714-21032002><FONT face=3DArial color=3D#0000ff =
size=3D2>Fred</FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B>=20
owner-canslim@lists.xmission.com=20
[mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Gene=20
Ricci<BR><B>Sent:</B> Wednesday, March 20, 2002 11:46 PM<BR><B>To:</B> =
canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM]=20
MicroCaps<BR><BR></FONT></DIV>
<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)=20
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=20
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; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<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"><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>=
=20
</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=20
500,000 shares traded that day, price from $2 to $20, market cap up =
to=20
several hundred million (depending on your preference), and trailing =
PE of 1=20
to 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,=20
but 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=20
to 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=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>=
=20
</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=20
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=20
could 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=20
then I dug into the<BR>financials and listened to the latest =
conference=20
call, and the bottom line<BR>is it was growth, pure and simple (I=20
personally don't like Karaoke, but I<BR>guess there's a whole lot =
of=20
wannabe Wayne Newtons and Spice Girls out<BR>there)<BR><BR>SMD =
thinks they=20
can continue to grow in the US (it would be great if =
they<BR>picked up the=20
WalMart account) and then will also expand in Europe<BR><BR>by the =
way, I=20
had some other issues with the Balance Sheet, like the =
huge<BR>spike in=20
A/R, but the CC cleared that too (they have already collected =
on<BR>most=20
or all of the receivables)<BR><BR>"sounds" good to 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=20
would want to know that whatever happened to cause<BR>this<BR>> =
(maybe=20
an 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=20
Bekin" <<A=20
=
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] =
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=20
liked 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>>=
;=20
-In 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>>=
;=20
-In 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=
=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 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></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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