Go to Jeff Salisbury LWGate Home Page.From: "Mona Guarino" <webmaster@design21.com>
Subject: RE: [CANSLIM] water utilities-ot
Date: Wed, 10 Apr 2002 11:30:38 -0700
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This is a multi-part message in MIME format. - ------=_NextPart_000_003C_01C1E083.23A46B00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Robert -- I'd said I had some info from my looking into this sector in detail last year, but I can't put my hands on what I'd done before at the moment. However, here's a quicky of what I know about where things are right now. Industrial group is 177 (as of today's IBD), but couple of it's leading stocks seem to be moving at last. AWK is the largest publicly traded U.S. water company operating in 23 states - -- shareholders voted to accept cash buyout offer from German water company; exp'd to occur in '03 - -- has expanded by purchasing Enron's water unit (among others) - -- 10% owned by granddaughter of founder - -- eps growth rate is only 5% - -- EPS rating of 69 / RS of 69 SWWC is #2, but - -- eps growth rate is 24% - -- EPS rating of 92 / RS of 79 - -- they've been growing some by acquisition, but also through extending services. For example, they provide the hardware, maintenance, and billing for meters in multi-housing units in NYC. Neither has great EPS and RS, but both have recently hit new highs, pay dividends, and appear to be coming out of bases (saucer? for SWWC, flat base --or simply upward drift-- for AWK). Generally low volatility, low risk. IBD prefers AWK, but I like SWWC. - --Mona -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Robert McGill Sent: Thursday, April 04, 2002 4:45 AM To: canslim@lists.xmission.com Subject: [CANSLIM] water utilities-ot any thoughts on this sector? Anyone know any names so I can look at some charts? Bob - ------=_NextPart_000_003C_01C1E083.23A46B00 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 5.50.4134.100" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>Robert=20 - -- I'd said I had some info from my looking into this sector in detail = last=20 year, but I can't put my hands on what I'd done before at the = moment. =20 However, here's a quicky of what I know about where things are right=20 now.</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2></FONT></SPAN> </DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>Industrial group is 177 (as of today's IBD), but couple of it's = leading=20 stocks seem to be moving at last.</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2></FONT></SPAN> </DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>AWK is=20 the largest publicly traded U.S. water company operating in 23=20 states</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>--=20 shareholders voted to accept cash buyout offer from German water = company; exp'd=20 to occur in '03</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>-- has=20 expanded by purchasing Enron's water unit (among = others)</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>-- 10%=20 owned by granddaughter of founder</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>-- eps=20 growth rate is only 5%</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>-- EPS=20 rating of 69 / RS of 69</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002></SPAN><SPAN=20 class=3D390015217-10042002></SPAN> </DIV></FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>SWWC=20 is #2, but</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>-- eps=20 growth rate is 24%</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2><SPAN=20 class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>-- EPS rating of=20 92 / RS of 79</FONT></SPAN></FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2><SPAN=20 class=3D390015217-10042002>-- they've been growing some by acquisition, = but also=20 through extending services. For example, they provide the hardware, = maintenance,=20 and billing for meters in multi-housing units in = NYC.</SPAN></FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2><SPAN=20 class=3D390015217-10042002></SPAN></FONT></SPAN><SPAN=20 class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2><SPAN=20 class=3D390015217-10042002></SPAN> </DIV></FONT></SPAN> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>Neither has great EPS and RS, but both have recently hit = new highs,=20 pay dividends, and appear to be coming out of bases (saucer? for = SWWC, flat=20 base --or simply upward drift-- for AWK). Generally low volatility, = low=20 risk.</FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2></FONT></SPAN> </DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>IBD=20 prefers AWK, but I like SWWC. </FONT></SPAN></DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2></FONT></SPAN> </DIV> <DIV><SPAN class=3D390015217-10042002><FONT face=3DArial color=3D#0000ff = size=3D2>--Mona</FONT></SPAN></DIV> <BLOCKQUOTE dir=3Dltr=20 style=3D"PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #0000ff 2px = solid; MARGIN-RIGHT: 0px"> <DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT = face=3DTahoma=20 size=3D2>-----Original Message-----<BR><B>From:</B>=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Robert=20 McGill<BR><B>Sent:</B> Thursday, April 04, 2002 4:45 AM<BR><B>To:</B>=20 canslim@lists.xmission.com<BR><B>Subject:</B> [CANSLIM] water=20 utilities-ot<BR><BR></FONT></DIV> <DIV><FONT face=3DArial size=3D2>any thoughts on this sector? = Anyone know=20 any names so I can look at some charts? =20 Bob</FONT></DIV></BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_003C_01C1E083.23A46B00-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". 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