Go to Jeff Salisbury LWGate Home Page.From: Ian <ianstm@shaw.ca>
Subject: Re: [CANSLIM] NBSC, DLI
Date: Tue, 26 Mar 2002 07:34:29 -0800
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This is a multi-part message in MIME format. - --Boundary_(ID_gispIEvAzASuaa9JScYLkg) Content-type: text/plain; charset=iso-8859-1 Content-transfer-encoding: 7BIT Tom: NBSC wrote down an investment in DGI BioTechnologies, which has been a money pit for them in recent years. More importantly, they have no future financial commitments to them (it is a startup biotech), but they still retain almost 50% ownership, in case there is ever any upside. That should clear their ability to grow EPS substantially in the next 9 months, and make the strength of their core business much more visible. They are seasonal, so you likely won't see sequential growth, but y-o-y should be solid going forward, with a marked increase in y-o-y EPS for the next 3 quarters. Ian ----- Original Message ----- From: Tom Worley To: canslim@lists.xmission.com Sent: Tuesday, March 26, 2002 4:11 AM Subject: Re: [CANSLIM] NBSC, DLI Hi Chris, NBSC - I must admit I missed this low priced micro cap back at the $6 base, just wasn't impressed with the lack of growth of either sales or earnings. I suspect the explosive Q4 is 9/11 related, and likely unsustainable, so disappointment may lie ahead for investors sudden high expectations. DLI - Q2 showed a nice growth in both sales and earnings, but didn't do much since in Q3 and Q4. Unless this years Q1 shows some further growth, Y2Y comparisons are likely to be pretty flat by Q2. Also has 149% debt, but otherwise the fundies look decent except for the 9% ROE. Tom Worley stkguru@bellsouth.net AIM: TexWorley ----- Original Message ----- From: Vanchee1@aol.com To: canslim@lists.xmission.com Sent: Monday, March 25, 2002 7:49 PM Subject: [CANSLIM] NBSC NBSC 80/93 Chart is looking good, starting to break out on good volume. Might be worth watching next few days. DLI 80/89 also looking good and worth watching. Chris - --Boundary_(ID_gispIEvAzASuaa9JScYLkg) Content-type: text/html; charset=iso-8859-1 Content-transfer-encoding: 7BIT <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META content="text/html; charset=iso-8859-1" http-equiv=Content-Type> <META content="MSHTML 5.00.3314.2100" name=GENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=#ffffff> <DIV><FONT size=2>Tom:</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>NBSC wrote down an investment in DGI BioTechnologies, which has been a money pit for them in recent years. More importantly, they have no future financial commitments to them (it is a startup biotech), but they still retain almost 50% ownership, in case there is ever any upside. That should clear their ability to grow EPS substantially in the next 9 months, and make the strength of their core business much more visible. </FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>They are seasonal, so you likely won't see sequential growth, but y-o-y should be solid going forward, with a marked increase in y-o-y EPS for the next 3 quarters.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>Ian</FONT></DIV> <DIV> </DIV> <DIV> </DIV> <BLOCKQUOTE style="BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-RIGHT: 0px"> <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV> <DIV style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> <A href="mailto:stkguru@bellsouth.net" title=stkguru@bellsouth.net>Tom Worley</A> </DIV> <DIV style="FONT: 10pt arial"><B>To:</B> <A href="mailto:canslim@lists.xmission.com" title=canslim@lists.xmission.com>canslim@lists.xmission.com</A> </DIV> <DIV style="FONT: 10pt arial"><B>Sent:</B> Tuesday, March 26, 2002 4:11 AM</DIV> <DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] NBSC, DLI</DIV> <DIV><BR></DIV> <DIV><FONT face=Arial>Hi Chris,</FONT></DIV> <DIV><FONT face=Arial></FONT> </DIV> <DIV><FONT face=Arial>NBSC - I must admit I missed this low priced micro cap back at the $6 base, just wasn't impressed with the lack of growth of either sales or earnings. I suspect the explosive Q4 is 9/11 related, and likely unsustainable, so disappointment may lie ahead for investors sudden high expectations.</FONT></DIV> <DIV><FONT face=Arial></FONT> </DIV> <DIV><FONT face=Arial>DLI - Q2 showed a nice growth in both sales and earnings, but didn't do much since in Q3 and Q4. Unless this years Q1 shows some further growth, Y2Y comparisons are likely to be pretty flat by Q2. Also has 149% debt, but otherwise the fundies look decent except for the 9% ROE.</FONT></DIV> <DIV><FONT face=Arial></FONT> </DIV> <DIV>Tom Worley<BR><A href="mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>AIM: TexWorley</DIV> <DIV style="FONT: 10pt arial">----- Original Message ----- <DIV style="BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A href="mailto:Vanchee1@aol.com" title=Vanchee1@aol.com>Vanchee1@aol.com</A> </DIV> <DIV><B>To:</B> <A href="mailto:canslim@lists.xmission.com" title=canslim@lists.xmission.com>canslim@lists.xmission.com</A> </DIV> <DIV><B>Sent:</B> Monday, March 25, 2002 7:49 PM</DIV> <DIV><B>Subject:</B> [CANSLIM] NBSC</DIV></DIV> <DIV><BR></DIV><FONT face=arial,helvetica><FONT size=2><B>NBSC 80/93</B> Chart is looking good, starting to break out on good volume. Might be worth watching next few days.<BR><BR><B>DLI 80/89</B> also looking good and worth watching.<BR><BR>Chris</FONT> </FONT></BLOCKQUOTE></BODY></HTML> - --Boundary_(ID_gispIEvAzASuaa9JScYLkg)-- - - - -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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