Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] ACS & AVNT
Date: Mon, 1 Apr 2002 05:53:21 -0500
Next Article (by Author): [CANSLIM] Fw: ACS [T20020401005S] "Tom Worley"
Previous Article (by Author): Re: [CANSLIM] DFXI "Rich W"
Articles sorted by: [Date]
[Author]
[Subject]
This is a multi-part message in MIME format.
- ------=_NextPart_000_0065_01C1D941.87EFDCF0
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Hi Gene,
I agree, some attractive positives. A few observations, though.
ACS - while I question the accuracy (and have sent email to DGO to =
confirm), funds are shown as owning 63%. That, if correct, would require =
me to keep a finger on the sell button at all times. Debt appears high =
at 73%, but I note they redeemed a note in March, so present figure may =
be lower.
AVNT - DGO shows a Proposed Merger announced 12/3/01, with Synopsys. I =
also note several litigation matters were lost, at least for the moment, =
requiring them to set up reserves taken in December of $31 million.
Tom Worley
stkguru@bellsouth.net
AIM: TexWorley
- ----- Original Message -----=20
From: Gene Ricci=20
To: canslim@lists.xmission.com=20
Sent: Monday, April 01, 2002 1:14 AM
Subject: [CANSLIM] ACS & AVNT
Stumbled across these two beauties this afternoon!!!
ACS
EPS RS GrpRS SMR A/D=20
98 83 67 A B=20
AVNT
EPS RS GrpRS SMR A/D=20
97 97 80 A B=20
Opinions?
Thanks,
Gene
- ------=_NextPart_000_0065_01C1D941.87EFDCF0
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 6.00.2715.400" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial>Hi Gene,</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>I agree, some attractive positives. A few =
observations,=20
though.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>ACS - while I question the accuracy (and have =
sent email=20
to DGO to confirm), funds are shown as owning 63%. That, if correct, =
would=20
require me to keep a finger on the sell button at all times. Debt =
appears high=20
at 73%, but I note they redeemed a note in March, so present figure may =
be=20
lower.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>AVNT - DGO shows a Proposed Merger announced =
12/3/01, with=20
Synopsys. I also note several litigation matters were lost, at least for =
the=20
moment, requiring them to set up reserves taken in December of $31=20
million.</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>=
</DIV>
<DIV><B>Sent:</B> Monday, April 01, 2002 1:14 AM</DIV>
<DIV><B>Subject:</B> [CANSLIM] ACS & AVNT</DIV></DIV>
<DIV><BR></DIV>
<DIV><FONT face=3D"Comic Sans MS">Stumbled across these two beauties =
this=20
afternoon!!!</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT> </DIV>
<DIV><FONT face=3D"Comic Sans MS">ACS</FONT></DIV>
<DIV>
<TABLE style=3D"WIDTH: 243pt; BORDER-COLLAPSE: collapse" cellSpacing=3D0 =
cellPadding=3D0 width=3D323 border=3D0 x:str>
<COLGROUP>
<COL style=3D"WIDTH: 54pt; mso-width-source: userset; mso-width-alt: =
2633"=20
width=3D72>
<COL style=3D"WIDTH: 67pt; mso-width-source: userset; mso-width-alt: =
3254"=20
width=3D89>
<COL style=3D"WIDTH: 41pt; mso-width-source: userset; mso-width-alt: =
1974"=20
width=3D54>
<COL style=3D"WIDTH: 42pt; mso-width-source: userset; mso-width-alt: =
2048"=20
width=3D56>
<COL style=3D"WIDTH: 39pt; mso-width-source: userset; mso-width-alt: =
1901"=20
width=3D52>
<TBODY>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD class=3Dxl24 style=3D"WIDTH: 54pt; HEIGHT: 12.75pt" width=3D72=20
height=3D17>EPS</TD>
<TD class=3Dxl24 style=3D"WIDTH: 67pt" width=3D89>RS</TD>
<TD class=3Dxl24 style=3D"WIDTH: 41pt" width=3D54>GrpRS</TD>
<TD class=3Dxl24 style=3D"WIDTH: 42pt" width=3D56> SMR</TD>
<TD class=3Dxl24 style=3D"WIDTH: 39pt" =
width=3D52> A/D</TD></TR>
<TR style=3D"HEIGHT: 12pt" height=3D16>
<TD class=3Dxl25 style=3D"HEIGHT: 12pt" height=3D16 x:num>98</TD>
<TD class=3Dxl25 x:num>83</TD>
<TD class=3Dxl25 x:num>67</TD>
<TD class=3Dxl25> A</TD>
<TD class=3Dxl25> B</TD></TR></TBODY></TABLE></DIV>
<DIV><FONT face=3D"Comic Sans MS">AVNT</FONT></DIV>
<DIV>
<TABLE style=3D"WIDTH: 243pt; BORDER-COLLAPSE: collapse" cellSpacing=3D0 =
cellPadding=3D0 width=3D323 border=3D0 x:str>
<COLGROUP>
<COL style=3D"WIDTH: 54pt; mso-width-source: userset; mso-width-alt: =
2633"=20
width=3D72>
<COL style=3D"WIDTH: 67pt; mso-width-source: userset; mso-width-alt: =
3254"=20
width=3D89>
<COL style=3D"WIDTH: 41pt; mso-width-source: userset; mso-width-alt: =
1974"=20
width=3D54>
<COL style=3D"WIDTH: 42pt; mso-width-source: userset; mso-width-alt: =
2048"=20
width=3D56>
<COL style=3D"WIDTH: 39pt; mso-width-source: userset; mso-width-alt: =
1901"=20
width=3D52>
<TBODY>
<TR style=3D"HEIGHT: 12.75pt" height=3D17>
<TD class=3Dxl24 style=3D"WIDTH: 54pt; HEIGHT: 12.75pt" width=3D72=20
height=3D17>EPS</TD>
<TD class=3Dxl24 style=3D"WIDTH: 67pt" width=3D89>RS</TD>
<TD class=3Dxl24 style=3D"WIDTH: 41pt" width=3D54>GrpRS</TD>
<TD class=3Dxl24 style=3D"WIDTH: 42pt" width=3D56> SMR</TD>
<TD class=3Dxl24 style=3D"WIDTH: 39pt" width=3D52> =
A/D</TD></TR>
<TR style=3D"HEIGHT: 12pt" height=3D16>
<TD class=3Dxl25 style=3D"HEIGHT: 12pt" height=3D16 x:num>97</TD>
<TD class=3Dxl25 x:num>97</TD>
<TD class=3Dxl25 x:num>80</TD>
<TD class=3Dxl25> A</TD>
<TD class=3Dxl25> B</TD></TR></TBODY></TABLE></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT> </DIV>
<DIV><FONT face=3D"Comic Sans MS">Opinions?</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></BODY></HTML>
- ------=_NextPart_000_0065_01C1D941.87EFDCF0--
- -
- -To subscribe/unsubscribe, email "majordomo@xmission.com"
- -In the email body, write "subscribe canslim" or
- -"unsubscribe canslim". Do not use quotes in your email.
Next Article (by Author): [CANSLIM] Fw: ACS [T20020401005S] "Tom Worley"
Previous Article (by Author): Re: [CANSLIM] DFXI "Rich W"
Articles sorted by: [Date]
[Author]
[Subject]