Go to Jeff Salisbury LWGate Home Page.From: Eric Jaenike <ericjaenike@yahoo.com>
Subject: Re: [CANSLIM] ODSY
Date: Thu, 11 Apr 2002 08:21:48 -0700 (PDT)
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- --0-1774275227-1018538508=:80579 Content-Type: text/plain; charset=us-ascii Agreed. In poking through the 10-K, the hospice services industry appears to be experiencing significant growth as the market appears underpenetrated. ODSY is the largest player in a growing and fragmented industry (self reported). Eric Tom Worley <stkguru@bellsouth.net> wrote: AMGP and MME would appear to be very different from ODSY, as they provide managed health care, while ODSY provides hospice service for persons with "life limiting illnesses" (is that the new jargon for terminal disease?). Tom Worley stkguru@bellsouth.net AIM: TexWorley----- Original Message ----- From: Ira Post To: canslim@lists.xmission.com Sent: Thursday, April 11, 2002 10:15 AMSubject: Re: [CANSLIM] ODSY The companies I like best in this field are AMGP and MME. AMGP has a huge upside - low debt, low P/E, high ROE and more. I'm making money on this company and plan to make alot more.Ira----- Original Message ----- From: Katherine Malm To: canslim@lists.xmission.com Sent: Thursday, April 11, 2002 10:02 AMSubject: 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 Malm To: canslim@lists.xmission.com Sent: Thursday, April 11, 2002 9:00 AMSubject: 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 To: canslim@lists.xmission.com Sent: Thursday, April 11, 2002 8:57 AMSubject: 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 - --------------------------------- Do You Yahoo!? Yahoo! Tax Center - online filing with TurboTax - --0-1774275227-1018538508=:80579 Content-Type: text/html; charset=us-ascii <P> Agreed. In poking through the 10-K, the hospice services industry appears to be experiencing significant growth as the market appears underpenetrated. ODSY is the largest player in a growing and fragmented industry (self reported). <P>Eric <P> <B><I>Tom Worley <stkguru@bellsouth.net></I></B> wrote: <BLOCKQUOTE style="PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #1010ff 2px solid"> <META content="MSHTML 6.00.2715.400" name=GENERATOR> <STYLE></STYLE> <DIV><FONT face=Arial>AMGP and MME would appear to be very different from ODSY, as they provide managed health care, while ODSY provides hospice service for persons with "life limiting illnesses" (is that the new jargon for terminal disease?).</FONT></DIV> <DIV> </DIV> <DIV>Tom Worley<BR><A href="mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>AIM: TexWorley</DIV> <DIV style="FONT: 10pt arial">----- Original Message ----- <DIV style="BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A title=ip108@yahoo.com href="mailto:ip108@yahoo.com">Ira Post</A> </DIV> <DIV><B>To:</B> <A title=canslim@lists.xmission.com href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A> </DIV> <DIV><B>Sent:</B> Thursday, April 11, 2002 10:15 AM</DIV> <DIV><B>Subject:</B> Re: [CANSLIM] ODSY</DIV></DIV> <DIV><BR></DIV> <DIV><FONT face=Arial size=2>The companies I like best in this field are AMGP and MME. AMGP has a huge upside - low debt, low P/E, high ROE and more. I'm making money on this company and plan to make alot more.</FONT></DIV> <DIV><FONT face=Arial size=2>Ira</FONT></DIV> <BLOCKQUOTE dir=ltr style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px"> <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV> <DIV style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> <A title=kmalm@earthlink.net href="mailto:kmalm@earthlink.net">Katherine Malm</A> </DIV> <DIV style="FONT: 10pt arial"><B>To:</B> <A title=canslim@lists.xmission.com href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A> </DIV> <DIV style="FONT: 10pt arial"><B>Sent:</B> Thursday, April 11, 2002 10:02 AM</DIV> <DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] ODSY</DIV> <DIV><BR></DIV> <DIV>Duke,</DIV> <DIV> </DIV> <DIV>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</DIV> <DIV> </DIV> <DIV>Katherine</DIV> <BLOCKQUOTE dir=ltr style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px"> <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV> <DIV style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> <A title=kmalm@earthlink.net href="mailto:kmalm@earthlink.net">Katherine Malm</A> </DIV> <DIV style="FONT: 10pt arial"><B>To:</B> <A title=canslim@lists.xmission.com href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A> </DIV> <DIV style="FONT: 10pt arial"><B>Sent:</B> Thursday, April 11, 2002 9:00 AM</DIV> <DIV style="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 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.</DIV> <DIV> </DIV> <DIV>Katherine</DIV> <BLOCKQUOTE dir=ltr style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px"> <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV> <DIV style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> <A title=dukemill@tampabay.rr.com href="mailto:dukemill@tampabay.rr.com">Duke Miller</A> </DIV> <DIV style="FONT: 10pt arial"><B>To:</B> <A title=canslim@lists.xmission.com href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A> </DIV> <DIV style="FONT: 10pt arial"><B>Sent:</B> Thursday, April 11, 2002 8:57 AM</DIV> <DIV style="FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] ODSY</DIV> <DIV><BR></DIV> <DIV><SPAN class=248585413-11042002><FONT face=Arial>First blush, Eric, with a N/A for SMR and Group at D, it wouldn't make any of my lists. </FONT></SPAN></DIV> <DIV><SPAN class=248585413-11042002><FONT face=Arial></FONT></SPAN> </DIV> <DIV><SPAN class=248585413-11042002><FONT face=Arial>Duke</FONT></SPAN></DIV> <BLOCKQUOTE style="MARGIN-RIGHT: 0px"> <DIV></DIV> <DIV class=OutlookMessageHeader lang=en-us dir=ltr align=left><FONT face=Tahoma size=2>-----Original Message-----<BR><B>From:</B> <A href="mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmission.com</A> [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> 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. 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. </P> <P>Any opinions/insights?</P> <P>Eric</P> <P><BR> <HR SIZE=1> <B>Do You Yahoo!?</B><BR><A href="http://us.f91.mail.yahoo.com/ym/$rd_url/welcome/?http://taxes.yahoo.com/">Yahoo! Tax Center</A> - online filing with TurboTax</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE><p><br><hr size=1><b>Do You Yahoo!?</b><br> <a href="$rd_url/welcome/?http://taxes.yahoo.com/">Yahoo! Tax Center</a> - online filing with TurboTax - --0-1774275227-1018538508=:80579-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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