Re: [CANSLIM] ODSY

From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] ODSY
Date: Thu, 11 Apr 2002 09:00:00 -0500
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MessageHi 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





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<META http-equiv=3DContent-Type content=3D"text/html; =
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<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 make=20
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 =
href=3D"mailto:dukemill@tampabay.rr.com">Duke=20
  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>=
 </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 a=20
  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 =
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 =

    =
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=20
    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 3.2,=20
    A/C B. Outperforming industry recently. Sequential top and bottom =
line=20
    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></BODY></HTML>

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