Re: [CANSLIM] ODSY


From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] ODSY
Date: Thu, 11 Apr 2002 09:02:52 -0500

Next Article (by Author): [CANSLIM] Market Rally "Rob Miller"
Previous Article (by Author): Re: [CANSLIM] ODSY "Katherine Malm"
Top of Thread: [CANSLIM] ODSY Eric Jaenike
Next in Thread: Re: [CANSLIM] ODSY "Ira Post"
Articles sorted by: [Date] [Author] [Subject]


This is a multi-part message in MIME format.

- ------=_NextPart_000_007C_01C1E137.A998D160
Content-Type: text/plain;
	charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable

MessageDuke,

Sorry...just took a look and I was incorrect. If there isn't enough =
info, they will leave a blank for SMR. Looks like ROE is N/A due to =
negative earnings in the past and that would also make SMR an N/A

Katherine
  ----- Original Message -----=20
  From: Katherine Malm=20
  To: canslim@lists.xmission.com=20
  Sent: Thursday, April 11, 2002 9:00 AM
  Subject: Re: [CANSLIM] ODSY


  Hi Duke,

  The N/A for the SMR ranking is only because there isn't yet enough =
history on this new IPO to perform the calculations. In that case, you =
would have to look instead at the Sales, Profit Margins, and ROE =
independently to make the assessment.

  Katherine
    ----- Original Message -----=20
    From: Duke Miller=20
    To: canslim@lists.xmission.com=20
    Sent: Thursday, April 11, 2002 8:57 AM
    Subject: RE: [CANSLIM] ODSY


    First blush, Eric, with a N/A for SMR and Group at D, it wouldn't =
make any of my lists. =20

    Duke
      -----Original Message-----
      From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Eric Jaenike
      Sent: Thursday, April 11, 2002 9:26 AM
      To: canslim group
      Subject: [CANSLIM] ODSY


      Investigating ODSY (see New America 2/7). New high 7 wk =
consolidation. Good RS, EPS. Growth organic and acquisitions. Medicare =
reimbursement=3D93+% of revs. Still working on 2001 and 2002 EPS =
figures, finding discrepancies with reported DGO figures. IPO Oct. 2001. =
Group strength concerns. U/D 3.2, A/C B. Outperforming industry =
recently. Sequential top and bottom line growth.=20

      Any opinions/insights?

      Eric





- -------------------------------------------------------------------------=
- -
      Do You Yahoo!?
      Yahoo! Tax Center - online filing with TurboTax

- ------=_NextPart_000_007C_01C1E137.A998D160
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><TITLE>Message</TITLE>
<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>Duke,</DIV>
<DIV>&nbsp;</DIV>
<DIV>Sorry...just took a look and I was incorrect. If there isn't enough =
info,=20
they will leave a blank for SMR. Looks like ROE is N/A due to negative =
earnings=20
in the past and that would also make SMR an N/A</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=3Dkmalm@earthlink.net =
href=3D"mailto:kmalm@earthlink.net">Katherine=20
  Malm</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> Thursday, April 11, 2002 =
9:00=20
  AM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
ODSY</DIV>
  <DIV><BR></DIV>
  <DIV>Hi Duke,</DIV>
  <DIV>&nbsp;</DIV>
  <DIV>The N/A for the SMR ranking&nbsp;is only because there isn't yet =
enough=20
  history on this new IPO to perform the calculations. In that case, you =
would=20
  have to look instead at the Sales, Profit Margins, and ROE =
independently to=20
  make the assessment.</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=3Ddukemill@tampabay.rr.com=20
    href=3D"mailto:dukemill@tampabay.rr.com">Duke Miller</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>=
=20
    </DIV>
    <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Thursday, April 11, =
2002 8:57=20
    AM</DIV>
    <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
ODSY</DIV>
    <DIV><BR></DIV>
    <DIV><SPAN class=3D248585413-11042002><FONT face=3DArial>First =
blush, Eric, with=20
    a N/A for SMR and Group at D, it wouldn't make any of my =
lists.&nbsp;=20
    </FONT></SPAN></DIV>
    <DIV><SPAN class=3D248585413-11042002><FONT=20
    face=3DArial></FONT></SPAN>&nbsp;</DIV>
    <DIV><SPAN class=3D248585413-11042002><FONT=20
face=3DArial>Duke</FONT></SPAN></DIV>
    <BLOCKQUOTE style=3D"MARGIN-RIGHT: 0px">
      <DIV></DIV>
      <DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
      face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B> =
<A=20
      =
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
      [mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of </B>Eric =

      Jaenike<BR><B>Sent:</B> Thursday, April 11, 2002 9:26 =
AM<BR><B>To:</B>=20
      canslim group<BR><B>Subject:</B> [CANSLIM] =
ODSY<BR><BR></FONT></DIV>
      <P>Investigating ODSY (see New America 2/7). New high 7 wk =
consolidation.=20
      Good RS, EPS. Growth organic and acquisitions. Medicare =
reimbursement=3D93+%=20
      of revs. Still working on 2001 and 2002 EPS figures, finding =
discrepancies=20
      with reported DGO figures. IPO Oct. 2001. Group strength concerns. =
U/D=20
      3.2, A/C B. Outperforming industry recently. Sequential top and =
bottom=20
      line growth. </P>
      <P>Any opinions/insights?</P>
      <P>Eric</P>
      <P><BR>
      <HR SIZE=3D1>
      <B>Do You Yahoo!?</B><BR><A=20
      href=3D"$rd_url/welcome/?http://taxes.yahoo.com/">Yahoo! Tax =
Center</A> -=20
      online filing with =
TurboTax</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>

- ------=_NextPart_000_007C_01C1E137.A998D160--


- -
- -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] Market Rally "Rob Miller"
Previous Article (by Author): Re: [CANSLIM] ODSY "Katherine Malm"
Top of Thread: [CANSLIM] ODSY Eric Jaenike
Next in Thread: Re: [CANSLIM] ODSY "Ira Post"
Articles sorted by: [Date] [Author] [Subject]


Go to Jeff Salisbury LWGate Home Page.