Re: [CANSLIM] DFXI

From: Harvey Brion <hbrion@ieee.org>
Subject: Re: [CANSLIM] DFXI
Date: Fri, 05 Apr 2002 11:21:20 -0800

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Hi Katherine,  I didn't interpret your post as endorsing SCSS.  Out of
curiosity I went to Hoover's to review the competition issue and checked
out the SCSS chart on DGO.  Just thought I'd share my observations.  (It
does look interesting, just not canslim.)  -Harvey

Katherine Malm wrote:

> Hi Harvey, I wasn't in any way suggesting that SCSS was a CANSLIM
> stock, just observing that for one of DFXI's product lines (Nautilus
> sleep systems) they are a competitor and that the market was friendly
> to the stock yesterday. Didn't mean to mislead on the subject or
> stock. Katherine
>
>      ----- Original Message -----
>      From: Harvey Brion
>      To: canslim@lists.xmission.com
>      Sent: Friday, April 05, 2002 11:48 AM
>      Subject: Re: [CANSLIM] DFXI
>       Interesting that SCSS is a top competitor of DFXI, but the
>      reverse is
>      not true (according to Hoover's), I guess because SCSS
>      appears focused
>      on sleep products whereas DFXI has a broader product base.
>      SCSS is not
>      canslim due to poor EPS performance and low price but looks
>      like they
>      may be coming out of the hole.  I see they got a new CEO 2
>      years ago and
>      there's been a lot of insider buying since then.  Still,
>      pretty ugly by
>      canslim standards.
>
>      Katherine Malm wrote:
>
>      > Hi Dave, On something like DFXI, I like to see it
>      completely reset
>      > after a failed breakout. That is, I think it would bode
>      well for the
>      > stock if it were to consolidate and build a new handle (or
>      complete
>      > the old one), then breakout again on volume. Sharp moves
>      down like the
>      > one we saw after the bogus breakout are often followed by
>      sharp moves
>      > the opposite direction. That's meaningless in my mind from
>      a longer
>      > term point of view...just human nature at this point. An
>      interesting
>      > side note...yesterday, one of DFXI's competitors, SCSS (a
>      cash flow
>      > nightmare), made a substantial move on volume. *That*
>      speaks to me.
>      > ... certainly interest in the marketplace in the kinds of
>      products
>      > DFXI sells. Katherine
>      >
>      >      ----- Original Message -----
>      >      From: Dave Rubin
>      >      To: canslim@lists.xmission.com
>      >      Sent: Friday, April 05, 2002 7:41 AM
>      >      Subject: RE: [CANSLIM] DFXI
>      >       So what do you make of the rebound in DFXI? Breakout
>
>      >      definitely failed, and
>      >      on high volume. But now it's right back over the
>      pivot.
>      >
>      >      Will it break down again or was this just a normal
>      pullback,
>      >      exaggerated by
>      >      "M"?
>      >
>      >      Not that I really care, since I got out. Just
>      thinking about
>      >      future DFXIs in
>      >      questionable markets.
>      >
>      >      --
>      >      Dave
>      >
>      >
>      >
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