Re: [CANSLIM] Earnings

From: "Winston Little" <wlittle1@peoplepc.com>
Subject: Re: [CANSLIM] Earnings
Date: Mon, 29 Apr 2002 14:15:15 -0400

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My understanding of the 5.8% GDP is:

3.1% was due to removing inventory.
In other words, inventory on the shelf (goods produced some time ago) was
2.6%.

While 2.6% was for REAL FINAL SALES (or newly produced goods). Until all the
old inventory is gone the current activity is closer to this 2.6% for
adjusted GDP.




- ----- Original Message -----
From: <Spencer48@aol.com>
To: <canslim@lists.xmission.com>
Sent: Monday, April 29, 2002 2:01 PM
Subject: Re: [CANSLIM] Earnings


> 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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