Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: [CANSLIM] ODSY
Date: Thu, 11 Apr 2002 10:15:29 -0400
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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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<DIV><SPAN class=3D826581214-11042002><FONT=20
face=3DArial>Katherine:</FONT></SPAN></DIV>
<DIV><SPAN class=3D826581214-11042002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D826581214-11042002><FONT face=3DArial>Thanks for that =
insight. Wasn't aware of the meaning of a "blank" SMR vs. N/A =
SMR. =20
</FONT></SPAN></DIV>
<DIV><SPAN class=3D826581214-11042002><FONT =
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% and=20
change. My that's tempting.</FONT></SPAN></DIV>
<DIV><SPAN class=3D826581214-11042002></SPAN> </DIV>
<DIV><SPAN class=3D826581214-11042002><FONT =
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>=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
10:03 AM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> =
Re:=20
[CANSLIM] 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 info,=20
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</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 =
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 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> </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 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,=20
with a N/A for SMR and Group at D, it wouldn't make any of my =
lists. =20
</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 =
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=20
consolidation. Good RS, EPS. Growth organic and acquisitions. =
Medicare=20
reimbursement=3D93+% of revs. Still working on 2001 and 2002 EPS =
figures,=20
finding discrepancies with reported DGO figures. IPO Oct. 2001. =
Group=20
strength concerns. U/D 3.2, A/C B. Outperforming industry =
recently.=20
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> -=20
online filing with=20
TurboTax</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML=
>
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Previous Article (by Subject): Re: [CANSLIM] Market Rally - ??? "Patrick Wahl"
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