Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: ROE (was: [CANSLIM] ODSY)
Date: Thu, 11 Apr 2002 09:23:46 -0500
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MessageDuke,
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????=20
Katherine
PS--URBN's extended from its breakout, but you knew that already!
----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
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. =20
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 -----=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
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<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>
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<BODY bgColor=3D#ffffff>
<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,=20
I don't require the 15% hurdle. Takes a little judgement, but think its=20
appropriate. The same would hold true for EPS rankings. I look at the =
growth and=20
any signs of turnaround and weigh it against the preponderance of =
evidence=20
rather than making the stock meet a particular minimum value. I don't =
really get=20
the appeal of URBN...strange mix of merchandise. But then, I'm not 18-30 =
years=20
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 =
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 =
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 =
SMR. =20
</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 =
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 =
=
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> =
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 =
negative=20
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 case,=20
you would have to look instead at the Sales, Profit Margins, and =
ROE=20
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 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=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 =
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=20
figures, finding discrepancies with reported DGO figures. IPO =
Oct.=20
2001. Group strength concerns. U/D 3.2, A/C B. Outperforming =
industry=20
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>=20
- online filing with=20
=
TurboTax</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE>=
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