Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: ROE (was: [CANSLIM] ODSY)
Date: Thu, 11 Apr 2002 10:54:32 -0400
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Can you trust people over 30?
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Thursday, April 11, 2002 10:24 AM
To: canslim@lists.xmission.com
Subject: Re: ROE (was: [CANSLIM] ODSY)
Duke,
I give ROE a little room. If all else is good and in particular if the
company has made a substantial turnaround as evidenced by the recent 2
quarters, I don't require the 15% hurdle. Takes a little judgement, but
think its appropriate. The same would hold true for EPS rankings. I look
at the growth and any signs of turnaround and weigh it against the
preponderance of evidence rather than making the stock meet a particular
minimum value. I don't really get the appeal of URBN...strange mix of
merchandise. But then, I'm not 18-30 years old, what do *I* know????
Katherine
PS--URBN's extended from its breakout, but you knew that already!
- ----- Original Message -----
From: Duke Miller <mailto:dukemill@tampabay.rr.com>
To: canslim@lists.xmission.com
Sent: Thursday, April 11, 2002 9:15 AM
Subject: RE: [CANSLIM] ODSY
Katherine:
Thanks for that insight. Wasn't aware of the meaning of a "blank" SMR
vs. N/A SMR.
My feeling is, and it's hard to hold to it sometimes, is with what
happened to us the past couple of years, ROE of 15% or better. Was just
pondering URBN; it's ROE is 11% and change. My that's tempting.
Duke
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Thursday, April 11, 2002 10:03 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] ODSY
Duke,
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 -----
From: Katherine <mailto:kmalm@earthlink.net> Malm
To: canslim@lists.xmission.com
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 -----
From: Duke Miller <mailto:dukemill@tampabay.rr.com>
To: canslim@lists.xmission.com
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.
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=93+% 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.
Any opinions/insights?
Eric
_____
Do You Yahoo!?
Yahoo! Tax Center - online filing with TurboTax
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<STYLE></STYLE>
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<BODY bgColor=3D#ffffff>
<DIV><SPAN class=3D107535314-11042002><FONT face=3DArial>Can you trust =
people over=20
30? </FONT></SPAN></DIV>
<DIV><SPAN class=3D107535314-11042002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D107535314-11042002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<BLOCKQUOTE dir=3Dltr 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>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
<B>On Behalf Of </B>Katherine Malm<BR><B>Sent:</B> Thursday, April 11, =
2002=20
10:24 AM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> =
Re: ROE=20
(was: [CANSLIM] ODSY)<BR><BR></FONT></DIV>
<DIV>Duke,</DIV>
<DIV> </DIV>
<DIV>I give ROE a little room. If all else is good and in particular =
if the=20
company has made a substantial turnaround as evidenced by the recent 2 =
quarters, I don't require the 15% hurdle. Takes a little judgement, =
but think=20
its appropriate. The same would hold true for EPS rankings. I look at =
the=20
growth and any signs of turnaround and weigh it against the =
preponderance of=20
evidence rather than making the stock meet a particular minimum value. =
I don't=20
really get the appeal of URBN...strange mix of merchandise. But then, =
I'm not=20
18-30 years old, what do *I* know???? </DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<DIV> </DIV>
<DIV>PS--URBN's extended from its breakout, but you knew that =
already!</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 9:15=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
ODSY</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D826581214-11042002><FONT=20
face=3DArial>Katherine:</FONT></SPAN></DIV>
<DIV><SPAN class=3D826581214-11042002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D826581214-11042002><FONT face=3DArial>Thanks for =
that=20
insight. Wasn't aware of the meaning of a "blank" SMR vs. N/A=20
SMR. </FONT></SPAN></DIV>
<DIV><SPAN class=3D826581214-11042002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D826581214-11042002><FONT face=3DArial>My feeling =
is, and it's=20
hard to hold to it sometimes, is with what happened to us the past =
couple of=20
years, ROE of 15% or better. Was just pondering URBN; it's ROE =
is 11%=20
and change. My that's tempting.</FONT></SPAN></DIV>
<DIV><SPAN class=3D826581214-11042002></SPAN> </DIV>
<DIV><SPAN class=3D826581214-11042002><FONT=20
face=3DArial>Duke</FONT></SPAN></DIV>
<DIV><SPAN class=3D826581214-11042002></SPAN> </DIV>
<BLOCKQUOTE dir=3Dltr 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>Katherine=20
Malm<BR><B>Sent:</B> Thursday, April 11, 2002 10:03 =
AM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM]=20
ODSY<BR><BR></FONT></DIV>
<DIV>Duke,</DIV>
<DIV> </DIV>
<DIV>Sorry...just took a look and I was incorrect. If there isn't =
enough=20
info, they will leave a blank for SMR. Looks like ROE is N/A due =
to=20
negative earnings in the past and that would also make SMR an =
N/A</DIV>
<DIV> </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=20
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 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> </DIV>
<DIV>The N/A for the SMR ranking is only because there =
isn't yet=20
enough history on this new IPO to perform the calculations. In =
that=20
case, you would have to look instead at the Sales, Profit =
Margins, and=20
ROE independently to make the assessment.</DIV>
<DIV> </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=20
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=20
8:57 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,=20
Eric, with a N/A for SMR and Group at D, it wouldn't make any =
of my=20
lists. </FONT></SPAN></DIV>
<DIV><SPAN class=3D248585413-11042002><FONT=20
face=3DArial></FONT></SPAN> </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=20
Jaenike<BR><B>Sent:</B> Thursday, April 11, 2002 9:26=20
AM<BR><B>To:</B> canslim group<BR><B>Subject:</B> [CANSLIM]=20
ODSY<BR><BR></FONT></DIV>
<P>Investigating ODSY (see New America 2/7). New high 7 wk=20
consolidation. Good RS, EPS. Growth organic and =
acquisitions.=20
Medicare reimbursement=3D93+% of revs. Still working on 2001 =
and 2002=20
EPS figures, finding discrepancies with reported DGO =
figures. IPO=20
Oct. 2001. Group strength concerns. U/D 3.2, A/C B. =
Outperforming=20
industry recently. Sequential top and bottom 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> - online filing with=20
=
TurboTax</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE>=
</BLOCKQUOTE></BODY></HTML>
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