Go to Jeff Salisbury LWGate Home Page.From: Andreas Himmelreich <judgejimmy@web.de>
Subject: AW: [CANSLIM] MicroCaps
Date: Fri, 22 Mar 2002 09:32:26 +0100
Next Article (by Author): RE: [CANSLIM] Acc/Dis Numbers -- market stable "Fred Richards"
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Welcome David !!! > -----Urspr=FCngliche Nachricht----- > Von: Tom Worley [SMTP:stkguru@bellsouth.net] > Gesendet am: Friday, March 22, 2002 3:54 AM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] MicroCaps > > Welcome to the group, David. > > Thanks for the intro, I gather from Jeff Salisbury's earlier post that = we=20 have a lot of new members as a result of the mention in Forbes. I would=20 like to encourage all newcomers (as well as all you lurkers out there) = to=20 post a brief intro so we know who you are once you start participating = and=20 posting. > > It is always amazing to me the talent that arrives in this group,=20 especially when it comes to first hand knowledge about a particular=20 industry, or software, or whatever. It's nice to know that the resource = is=20 there when we really need it, as well as to understand a member's=20 investing, or CANSLIM, experience and background. > > Tom Worley > stkguru@bellsouth.net > AIM: TexWorley > ----- Original Message ----- > From: David Gerber > To: canslim@lists.xmission.com > Sent: Thursday, March 21, 2002 8:26 AM > Subject: Re: [CANSLIM] MicroCaps > > > Hi, > > My name is Dave Gerber. I am a new subscriber to IBD and found this = site=20 in the recent Forbes special magazine you have all mentioned. I am a = new=20 listener (lurker?) to the very interesting and useful discussions on = this=20 site. It is by far the most proferssional group of people I have=20 encountered discussing investments. Could someone please tell me what=20 chart characterisitics LLUR refers to? > > Thanks so much. > > > \----- Original Message ----- > From: Tom Worley > To: canslim@lists.xmission.com > Sent: Thursday, March 21, 2002 3:51 AM > Subject: Re: [CANSLIM] MicroCaps > > > Hi Robert, > > Some quick comments: > INT - both sales and earnings stagnant on sequential basis, weak=20 forecasts, very weak industry > MIMS - same thing, despite a 34% earnings growth forecast for = present=20 year > RACN - nice chart and growing fundies, may be developing into a = steep=20 LLUR > > Tom Worley > stkguru@bellsouth.net > AIM: TexWorley > ----- Original Message ----- > From: Robert Hodes > To: canslim@lists.xmission.com > Sent: Wednesday, March 20, 2002 8:51 PM > Subject: Re: [CANSLIM] MicroCaps > > > HI: I'm new to this listserve but I've been reading IBD for some = time=20 now. I also have an interest in micro and small caps. I've been = evaluating=20 a strategy that looks at stocks selected by IBD criteria and=20 crossreferences this list with stocks selected by a GARP (growth at a=20 reasonably price strategy). This tends to identify many small cap=20 companies. A few look like they are about to breakout to new highs. = They=20 all have good EPS and RS ratings. Currently, I'm watching INT and MIMS = and=20 RACN from this selection process. Good luck. > ----- 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=20 review daily a list of stocks hitting new highs that day, using = Marketwatch=20 at the CBS site. My basic parameters are volume of 1000 to 500,000 = shares=20 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 100. > > For CANSLIM criteria, I want RS at least over 80, but preferably = well=20 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=20 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. > > While I like ROE well into double digits, I have had many winners=20 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=20 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=20 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=20 into the > financials and listened to the latest conference call, and the=20 bottom line > is it was growth, pure and simple (I personally don't like = Karaoke,=20 but I > guess there's a whole lot of wannabe Wayne Newtons and Spice = Girls=20 out > there) > > SMD thinks they can continue to grow in the US (it would be = great=20 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=20 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=20 went > > through the roof. I would want to know that whatever happened = to=20 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=20 humming > > along (sorry...) > > > > I liked the fundamentals and bought it earlier this month = (before=20 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. > > << Datei: ATT00005.htm >> - - - -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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