Re: [CANSLIM] DFXI

From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] DFXI
Date: Mon, 1 Apr 2002 01:13:32 -0600

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Ian,

That makes *so* much sense....thanks for clarifying!

Katherine
  ----- Original Message -----=20
  From: Ian=20
  To: canslim@lists.xmission.com=20
  Sent: Sunday, March 31, 2002 10:50 AM
  Subject: Re: [CANSLIM] DFXI


  Katherine:

  Actually, it is not low price/microcap that I prefer at all. Rather, =
what I look for is a low historical valuation based on P/S or P/E. The =
last few years, that has left me with nothing but microcaps. In the =
summer of '96, I could (and did) buy SUNW and EMC for the same low =
historical valuations - even while their businesses were experiencing =
strong revenue and EPS growth (the 'experts' were predicting the demise =
of high-priced servers, right at the start of the the Internets =
explosive growth curve ... LOL).

  In '91, INTC and CSCO (and AOL) were trading at similar low multiple =
valuations and would have been at the top of my list (if I had been =
doing this back then), although MSFT would likely have been too 'pricey' =
for me.

  The truth is that I would prefer to buy $15+ stocks, as it makes =
accumulating and selling much, much easier.

  Cheers,

  Ian

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<META content=3D"MSHTML 6.00.2600.0" name=3DGENERATOR>
<STYLE></STYLE>
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<BODY bgColor=3D#ffffff>
<DIV>Ian,</DIV>
<DIV>&nbsp;</DIV>
<DIV>That makes *so* much sense....thanks for clarifying!</DIV>
<DIV>&nbsp;</DIV>
<DIV>Katherine</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">----- Original Message ----- </DIV>
  <DIV=20
  style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
  <A title=3Dianstm@shaw.ca href=3D"mailto:ianstm@shaw.ca">Ian</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> Sunday, March 31, 2002 =
10:50=20
  AM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
DFXI</DIV>
  <DIV><BR></DIV>
  <DIV><FONT size=3D2>Katherine:</FONT></DIV>
  <DIV><FONT size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT size=3D2>Actually, it is not low price/microcap that I =
prefer at all.=20
  Rather, what I look for is a low historical valuation based on P/S or =
P/E. The=20
  last few years, that has left me with nothing but microcaps. In the =
summer of=20
  '96, I could (and did) buy SUNW and EMC for the same low historical =
valuations=20
  - even while their businesses were experiencing strong revenue and EPS =
growth=20
  (the 'experts' were predicting the demise of high-priced servers, =
right at the=20
  start of the the Internets explosive growth curve&nbsp;... =
LOL).</FONT></DIV>
  <DIV>&nbsp;</DIV>
  <DIV><FONT size=3D2>In '91, INTC and CSCO (and AOL) were trading at =
similar low=20
  multiple valuations and would have been at the top of my list (if I =
had been=20
  doing this back then), although MSFT would likely have been too =
'pricey' for=20
  me.</FONT></DIV>
  <DIV>&nbsp;</DIV>
  <DIV><FONT size=3D2>The truth is that I would prefer to buy $15+ =
stocks, as=20
  it&nbsp;makes accumulating and selling much, much easier.</FONT></DIV>
  <DIV>&nbsp;</DIV>
  <DIV><FONT size=3D2>Cheers,</FONT></DIV>
  <DIV>&nbsp;</DIV>
  <DIV><FONT size=3D2>Ian</FONT></DIV></BLOCKQUOTE></BODY></HTML>

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