Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] ISLE
Date: Wed, 1 May 2002 21:16:28 -0400
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I don't rule it out, of course, since I have not studied the company in =
some time. But it is way better than their best quarter, so I would want =
to hear reasons that make sense why they would do that well.
Tom Worley
stkguru@bellsouth.net
AIM: TexWorley
- ----- Original Message -----=20
From: John Hone=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, May 01, 2002 9:02 PM
Subject: Re: [CANSLIM] ISLE
Tom, Actually the average of 8 analyst is $.52 for the last quarter so =
they should earn a comfortable $1.34 for the year.
----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, May 01, 2002 8:03 PM
Subject: Re: [CANSLIM] ISLE
Hi Marty,
I had this one in my VR Fund, and sold it too soon, but still a nice =
profit. My reasons for selling at the time were several.
First, revenues looked to me like they were beginning to stagnate.
With one quarter to go, appears they need to earn 50 cents to make the =
forecast for full year. That looks like a stretch.
debt is reported as extremely high (613%)
growth for the new year (which just started today) is for a further =
20% growth, I like a bigger figure
huge gap between cash flow ($3.43) and earnings, which I didn't care =
to take the time to investigate
Tom Worley
stkguru@bellsouth.net
AIM: TexWorley
----- Original Message -----=20
From: Marty=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, May 01, 2002 7:23 PM
Subject: [CANSLIM] ISLE
I'm new to this and would like some opions on this stock.
What I really like is the graph. It looks like a 19 day base thats is =
sloping down with light volume. If volume pick up would a pp of 21.79 be =
correct?
I also like the general slope of the graph UP!
Ranked top (#1) of the Leisure Gaming=20
EPS 97 =20
RS 97
Ind Group A+
ROE 18.2%
Outstanding Shares 31.5 mil
PE 19.5
=20
Any Thoughts
Thanks
Marty =20
=20
=20
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<DIV><FONT face=3DArial>I don't rule it out, of course, since I have not =
studied=20
the company in some time. But it is way better than their best quarter, =
so I=20
would want to hear reasons that make sense why they would do that=20
well.</FONT></DIV>
<DIV> </DIV>
<DIV>Tom Worley<BR><A=20
href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>AIM:=20
TexWorley</DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Djhone@comcast.net href=3D"mailto:jhone@comcast.net">John =
Hone</A> </DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV><B>Sent:</B> Wednesday, May 01, 2002 9:02 PM</DIV>
<DIV><B>Subject:</B> Re: [CANSLIM] ISLE</DIV></DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial color=3D#000000 size=3D2>Tom, Actually the =
average of 8=20
analyst is $.52 for the last quarter so they should earn a =
comfortable=20
$1.34 for the year.</FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
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<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=3Dstkguru@bellsouth.net =
href=3D"mailto:stkguru@bellsouth.net">Tom=20
Worley</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> Wednesday, May 01, 2002 =
8:03=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
ISLE</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial>Hi Marty,</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>I had this one in my VR Fund, and sold it too =
soon, but=20
still a nice profit. My reasons for selling at the time were=20
several.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>First, revenues looked to me like they were =
beginning to=20
stagnate.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>With one quarter to go, appears they need to =
earn 50=20
cents to make the forecast for full year. That looks like a=20
stretch.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>debt is reported as extremely high =
(613%)</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>growth for the new year (which just started =
today) is=20
for a further 20% growth, I like a bigger figure</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>huge gap between cash flow ($3.43) and =
earnings, which I=20
didn't care to take the time to investigate</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV>Tom Worley<BR><A=20
=
href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>AIM:=20
TexWorley</DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Dmajorgenson@attbi.com =
href=3D"mailto:majorgenson@attbi.com">Marty</A>=20
</DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV><B>Sent:</B> Wednesday, May 01, 2002 7:23 PM</DIV>
<DIV><B>Subject:</B> [CANSLIM] ISLE</DIV></DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>I'm new to this and would like some =
opions on=20
this stock.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>What I really like is the graph. It =
looks like a=20
19 day base thats is sloping down with light volume. If volume pick up =
would a=20
pp of 21.79 be correct?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>I also like the general slope of the =
graph=20
UP!</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Ranked top (#1) of the Leisure Gaming =
</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>EPS 97 =
=20
</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>RS 97</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>Ind Group A+</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>ROE 18.2%</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>Outstanding Shares 31.5 =
mil</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>PE 19.5</FONT></DIV>
<DIV>
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<DIV><BR><FONT face=3DArial size=3D2>Any Thoughts</FONT></DIV>
<DIV> </DIV>
<DIV><FONT face=3DArial size=3D2>Thanks</FONT></DIV>
<DIV> </DIV>
<DIV><FONT face=3DArial size=3D2>Marty</FONT> </DIV></TD>
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