Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] DFXI
Date: Sun, 31 Mar 2002 08:04:23 -0600
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This is a multi-part message in MIME format. - ------=_NextPart_000_0071_01C1D88A.AB821500 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I agree with you all that this is textbook CANSLIM down to the = leadership status, savvy business planning, high ROE, high Sales/EPS = growth, low institutional ownership, share buyback, etc. (They also own = Nautilus sleep systems....those mattresses that have air chambers = instead of box springs and compete with Select Comfort)...Good point = about buying TV ad time on the cheap, Robert....more business savvy. My = concern was that the breakout coincided with an upgrade by US Piper = Jaffray (didn't notice that high short interest until Ian pointed it = out). That, combined with a lot of CANSLIM eyes on the stock makes me = wary about the timing, not the validity of the stock itself. I'll bet = there'll be plenty of "second chances" for entry near the pivot on this = one. (Hopefully no high-volume-rock-pullbacks for your sakes Charley and = Robert!) Ian...a question for you--If you were to find a company like DFXI that = fit all your requirements except the low price/microcap status you = prefer....would you pass? Seems that when you look back on a long term = chart of stocks like INTC, DELL, CSCO that were once $25 "pricey" = stocks, those prices now look like tiny blips in comparison. Happy Easter, Katherine ----- Original Message -----=20 From: Chazmoore@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Saturday, March 30, 2002 11:33 PM Subject: Re: [CANSLIM] DFXI Robert, Katherine, and Spencer:=20 Direct Focus, in my opinion, is basically a marketing company that has = chosen to sell high quality leisure equipment. They have "branded" their = products through heavy spot TV commercials, infomercials, Internet, = response mailings and print media. Their products include Bowflex, = Nautilus, Schwinn, and StairMaster. One strong trait is their ability to = set the product price and hold it for an extended period of time. I sent = off for their free video tape over a year ago and the Bowflex prices = have not changed. They are growing through acquisition which is reducing = their fixed costs, and they are a clear leader in their industry. Their = IBD Industry Classification, Leisure-Products, has done quite well over = the last several months.=20 Having said all that, the stock price could drop like a rock Monday, = and if it does, I'm gone.=20 Charley=20 - ------=_NextPart_000_0071_01C1D88A.AB821500 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 6.00.2600.0" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV>I agree with you all that this is textbook CANSLIM down to the = leadership=20 status, savvy business planning, high ROE, high Sales/EPS growth, low=20 institutional ownership, share buyback, etc. (They also own Nautilus = sleep=20 systems....those mattresses that have air chambers instead of box = springs and=20 compete with Select Comfort)...Good point about buying TV ad time on the = cheap,=20 Robert....more business savvy. My concern was that the breakout = coincided=20 with an upgrade by US Piper Jaffray (didn't notice that high short = interest=20 until Ian pointed it out). That, combined with a lot of CANSLIM eyes on = the=20 stock makes me wary about the timing, not the validity of the stock = itself. I'll=20 bet there'll be plenty of "second chances" for entry near the = pivot on this=20 one. (Hopefully no high-volume-rock-pullbacks for your = sakes Charley and=20 Robert!)</DIV> <DIV> </DIV> <DIV>Ian...a question for you--If you were to find a company like DFXI = that fit=20 all your requirements except the low price/microcap status you = prefer....would=20 you pass? Seems that when you look back on a long term chart of = stocks=20 like INTC, DELL, CSCO that were once $25 "pricey" stocks, those = prices now=20 look like tiny blips in comparison.</DIV> <DIV> </DIV> <DIV>Happy Easter,</DIV> <DIV>Katherine</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=3DChazmoore@aol.com=20 href=3D"mailto:Chazmoore@aol.com">Chazmoore@aol.com</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> Saturday, March 30, 2002 = 11:33=20 PM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] = DFXI</DIV> <DIV><BR></DIV><FONT face=3Darial,helvetica><FONT size=3D2>Robert, = Katherine, and=20 Spencer: <BR>Direct Focus, in my opinion, is basically a marketing = company=20 that has chosen to sell high quality leisure equipment. They have = "branded"=20 their products through heavy spot TV commercials, infomercials, = Internet,=20 response mailings and print media. Their products include Bowflex, = Nautilus,=20 Schwinn, and StairMaster. One strong trait is their ability to set the = product=20 price and hold it for an extended period of time. I sent off for their = free=20 video tape over a year ago and the Bowflex prices have not changed. = They are=20 growing through acquisition which is reducing their fixed costs, and = they are=20 a clear leader in their industry. Their IBD Industry Classification,=20 Leisure-Products, has done quite well over the last several months.=20 <BR><BR>Having said all that, the stock price could drop like a rock = Monday,=20 and if it does, I'm gone. <BR><BR>Charley=20 <BR></BLOCKQUOTE></FONT></FONT></BODY></HTML> - ------=_NextPart_000_0071_01C1D88A.AB821500-- - - - -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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