Re: [CANSLIM] Earnings

From: Spencer48@aol.com
Subject: Re: [CANSLIM] Earnings
Date: Mon, 29 Apr 2002 14:01:52 EDT

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Tom:

     Perhaps you can (and will) explain this:  I understand that IBD 
concludes that a big part of the reason GDP was up so much in the 1st quarter 
is less that the economy is getting as strong as the 5.8% would indicate, but 
that inventory reductions were lower.

     Does this mean that companies are replenishing inventories to what they 
were duing the recession:  because the strong consumer sales reveal that 
there will be as much (but not more) consumer demand as in the recession? 

     IBD seems to be saying that Companies will not replenish inventory 
because they feel that consumer demand will not be as strong as the recent 
GDP indicates.  Is that the correct conclusion as to why a 5.8% increase in 
GDP is not as good as it sounds?  

jans



In a message dated 4/29/2002 10:08:59 AM Eastern Daylight Time, 
stkguru@bellsouth.net writes:

<< GDP for the Q1 was up for a variety of reasons, one of which was that
 consumer sales remained strong, but a second, and more significant one, was
 that inventory reductions slowed appreciably. >>

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