Re: [CANSLIM] Earnings

From: "Ann" <annholly@attbi.com>
Subject: Re: [CANSLIM] Earnings
Date: Mon, 29 Apr 2002 22:17:09 -0400
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I thought "expectorations" were expectations that make you want to spit! :-)
- ----- Original Message -----
From: "Tom Worley" <stkguru@bellsouth.net>
To: <canslim@lists.xmission.com>
Sent: Monday, April 29, 2002 9:40 AM
Subject: Re: [CANSLIM] Earnings


: thank my spell checker for that, and my haste in accepting a change.
Please
: amend it to "expectations", altho the first version may not be all that
: wrong.
:
: Tom Worley
: stkguru@bellsouth.net
: AIM: TexWorley
: ----- Original Message -----
: From: "Fred Richards" <adrich@gte.net>
: To: <canslim@lists.xmission.com>
: Sent: Monday, April 29, 2002 9:22 AM
: Subject: RE: [CANSLIM] Earnings
:
:
: Sorry, I don't know what an expectoration is?
:
: Smiling.
:
: FFR
:
: -----Original Message-----
: From: owner-canslim@lists.xmission.com
: [mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley
: Sent: Monday, April 29, 2002 7:57 AM
: To: canslim@lists.xmission.com
: Subject: Re: [CANSLIM] Earnings
:
:
: I disagree, Fred, everyone expects lousy year over year comparisons. The
: market is driven by expectorations, not past history, and right now the
: market wants to know that things will get better in the future.
:
: Tom Worley
: stkguru@bellsouth.net
: AIM: TexWorley
: ----- Original Message -----
: From: "Fred Richards" <adrich@gte.net>
: To: <canslim@lists.xmission.com>
: Sent: Monday, April 29, 2002 8:44 AM
: Subject: RE: [CANSLIM] Earnings
:
:
: One of the reasons so many S&P 500 companies have beaten their earning
: estimates is that they reduced them significantly in recent months.  The
: real criteria is how are they performing versus the previous quarter last
: year.
:
: Fred
:
: -----Original Message-----
: From: owner-canslim@lists.xmission.com
: [mailto:owner-canslim@lists.xmission.com]On Behalf Of Ian
: Sent: Monday, April 29, 2002 12:04 AM
: To: canslim@lists.xmission.com
: Subject: [CANSLIM] Earnings
:
:
: Hi all:
:
: I thought I would weigh in with one observation that arises from my
personal
: methodology: I start all of my daily mining by going through all the 'Ups'
: earnings reports in IBD. I list the companies with strong revenue and EPS
: growth in a little notebook of mine - filtering out most cyclicals,
extreme
: high historical valuations, and unusually low RS. For the last few
quarters,
: I have seen fairly slim picking. But in the last 2 weeks, the number of
: entries in my book has swelled in comparison to both Q4 2001 and Q1 2001.
:
: I also note that a full 80%+ of S&P 500 companies have beaten earnings
: estimates this Q.
:
: I have no idea what this will mean for either the mega-cap indexes , or
the
: micro/smallcaps that tend to inhabit my universe - but it tells me that
: earnings, if not 'M', are unequivocally on the upswing.
:
: As an off-topic aside, several years ago I read an interview with a
: successful investor who has been in the US equity markets for decades. He
: made the comment that he now times economic cycles based on the earnings
of
: EK - when Kodak's earnings start to tick up, then the economy is on the
: upswing. I don't know if it is still relevant in the age of digital
: photography, but I did find myself making a mental note last week when EK
: came out with their pronouncement that Q1 2002 was their EPS bottom.
:
:
: Finally, my universe of stocks finally took a hit Wed-Fri last week, (not
: enough to lose all of the big gains of Mon-Tues, but it was the first sign
: of panic selling since early February). I did end up lightening up a lot
of
: positions and raising cash - as it appears that even some of the strong
: smallcaps are starting to be sucked into the selling.
:
:
: Ian
:
:
:
:
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