Re: [CANSLIM] USLB


From: "William King" <wk11@adelphia.net>
Subject: Re: [CANSLIM] USLB
Date: Thu, 2 May 2002 08:55:41 -0400

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I frequently see the use of the term "fundies" on the list. I assumed =
that it meant mutual funds. Does it mean more than that?

Thanx,
Bill King
  ----- Original Message -----=20
  From: Tom Worley=20
  To: canslim@lists.xmission.com=20
  Sent: Wednesday, May 01, 2002 9:37 PM
  Subject: Re: [CANSLIM] USLB


  I subscribe to DGO (Daily Graphs Online, a WON product) which =
condenses a lot of information into two pages of charts with fundies =
data.

  As a reminder to members, and since one member indicated the discount =
still is available, annual cost may still be possible to reduce from =
over $700 to the low $500 level by subscribing to a single book a month =
of the DG books. Worth investigating. And for those who have never tried =
DGO, taking the trial version is cheap for a brief test.

  Tom Worley
  stkguru@bellsouth.net
  AIM: TexWorley
  ----- Original Message -----=20
  From: Parnelli=20
  To: canslim@lists.xmission.com=20
  Sent: Wednesday, May 01, 2002 9:22 PM
  Subject: Re: [CANSLIM] USLB


  Excellent points Tom...and you were correct that margins and insider =
selling were concerns.  So much that they were both addressed in the =
conference call.  Mgt indicated in the call that they were working on =
margins and that the insider selling were people selling options and =
reinvesting back into the company. =20

  If you'd be so kind, where do you look to get that info so quickly so =
that I can start looking for better candidates?

  Many thanks!!!  =20
    ----- Original Message -----=20
    From: Tom Worley=20
    To: canslim@lists.xmission.com=20
    Sent: Wednesday, May 01, 2002 9:14 PM
    Subject: Re: [CANSLIM] USLB


    as a comment, one thing I always look at, which WON doesn't talk =
about, is the sequential sales and earnings. Most people tend to focus =
on year to year comparisons, which I also look at, but I place greater =
weight on sequential comparisons.

    When I look at this one, I see earnings for past 4 qtrs are up, =
down, up, down. However, sales are consistently up all four qtrs. That =
tells me they may be having a problem with profit margins that I would =
want to investigate.

    I also note that cash flow is lower than earnings, which should be =
investigated. Additionally, management owns 70%, so I would check and =
see if they have been selling, might explain part of the drop.

    Tom Worley
    stkguru@bellsouth.net
    AIM: TexWorley
    ----- Original Message -----=20
    From: Parnelli=20
    To: canslim@lists.xmission.com=20
    Sent: Wednesday, May 01, 2002 8:56 PM
    Subject: Re: [CANSLIM] USLB


    Thanks Tom, glad to be aboard!!!  As I was telling Katherine, I =
still have it ($26.25).  I bought it for a quick trade thinking "I was =
the man" cause I was successful with USPH and OPTN...I thought I had =
figured out the system.  Very humbled...Thanks again for the welcoming!
      ----- Original Message -----=20
      From: Tom Worley=20
      To: canslim@lists.xmission.com=20
      Sent: Wednesday, May 01, 2002 8:46 PM
      Subject: Re: [CANSLIM] USLB


      Welcome to the group,=20

      when did you buy it, what price, did you stop out of it or do you =
still have it

      how about why you bought it, and was it for short, intermediate or =
long term

      Tom Worley
      stkguru@bellsouth.net
      AIM: TexWorley
      ----- Original Message -----=20
      From: Parnelli=20
      To: canslim@lists.xmission.com=20
      Sent: Wednesday, May 01, 2002 8:39 PM
      Subject: [CANSLIM] USLB


      Hi Board,

      I'm a new "canslimer" and thought I was an IBD guru until I bought =
USLB and it slammed me.  I know I missed on the "M", but for the life of =
me I can't see any other problems.  If any experienced folks follow this =
stock and can give me their two cents worth I'd be very appreciative.  =
Many thanks, Parnelli    
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<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>I frequently see the use of the term =
"fundies" on=20
the list. I assumed that it meant mutual funds. Does it mean more than=20
that?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>Thanx,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>Bill King</FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  <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 =
9:37=20
  PM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
USLB</DIV>
  <DIV><BR></DIV>
  <DIV><FONT face=3DArial>I subscribe to DGO (Daily Graphs Online, a WON =
product)=20
  which condenses a lot of information into two pages of charts with =
fundies=20
  data.</FONT></DIV>
  <DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
  <DIV><FONT face=3DArial>As a reminder to members, and since one member =
indicated=20
  the discount still is available, annual cost may still be possible to =
reduce=20
  from over $700 to the low $500 level by subscribing to a single book a =
month=20
  of the DG books. Worth investigating. And for those who have never =
tried DGO,=20
  taking the trial version is cheap for a brief test.</FONT></DIV>
  <DIV><FONT face=3DArial></FONT>&nbsp;</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=3Dpgone@fuse.net href=3D"mailto:pgone@fuse.net">Parnelli</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 9:22 PM</DIV>
  <DIV><B>Subject:</B> Re: [CANSLIM] USLB</DIV></DIV>
  <DIV><BR></DIV>
  <DIV><FONT size=3D2>Excellent points Tom...and you were correct that =
margins and=20
  insider selling were concerns.&nbsp; So much that they were both =
addressed in=20
  the conference call.&nbsp; Mgt indicated in the call that they were =
working on=20
  margins and that the insider selling were people selling options and=20
  reinvesting back into the company.&nbsp;&nbsp;</FONT></DIV>
  <DIV><FONT size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT size=3D2>If you'd be so kind, where do you look to get that =
info so=20
  quickly so that I can start looking for better =
candidates?</FONT></DIV>
  <DIV><FONT size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT size=3D2>Many thanks!!!&nbsp;&nbsp;&nbsp;</FONT></DIV>
  <BLOCKQUOTE dir=3Dltr=20
  style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
    <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>=
=20
    </DIV>
    <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, May 01, 2002 =
9:14=20
    PM</DIV>
    <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
USLB</DIV>
    <DIV><BR></DIV>
    <DIV><FONT face=3DArial>as a comment, one thing I always look at, =
which WON=20
    doesn't talk about, is the sequential sales and earnings. Most =
people tend=20
    to focus on year to year comparisons, which I also look at, but I =
place=20
    greater weight on sequential comparisons.</FONT></DIV>
    <DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
    <DIV><FONT face=3DArial>When I look at this one, I see earnings for =
past 4=20
    qtrs are up, down, up, down. However, sales are consistently up all =
four=20
    qtrs. That tells me they may be having a problem with profit margins =
that I=20
    would want to investigate.</FONT></DIV>
    <DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
    <DIV><FONT face=3DArial>I also note that cash flow is lower than =
earnings,=20
    which should be investigated. Additionally, management owns 70%, so =
I would=20
    check and see if they have been selling, might explain part of the=20
    drop.</FONT></DIV>
    <DIV>&nbsp;</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=3Dpgone@fuse.net href=3D"mailto:pgone@fuse.net">Parnelli</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>=
=20
    </DIV>
    <DIV><B>Sent:</B> Wednesday, May 01, 2002 8:56 PM</DIV>
    <DIV><B>Subject:</B> Re: [CANSLIM] USLB</DIV></DIV>
    <DIV><BR></DIV>
    <DIV><FONT size=3D2>Thanks Tom, glad to be aboard!!!&nbsp; As I was =
telling=20
    Katherine, I still have it ($26.25).&nbsp; I bought it for a quick =
trade=20
    thinking "I was the man" cause I was successful with USPH and =
OPTN...I=20
    thought I had figured out the system.&nbsp; Very humbled...Thanks =
again for=20
    the welcoming!</FONT></DIV>
    <BLOCKQUOTE dir=3Dltr=20
    style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
      <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=20
      title=3Dcanslim@lists.xmission.com=20
      =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
      </DIV>
      <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, May 01, =
2002 8:46=20
      PM</DIV>
      <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
USLB</DIV>
      <DIV><BR></DIV>
      <DIV><FONT face=3DArial>Welcome to the group, </FONT></DIV>
      <DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
      <DIV><FONT face=3DArial>when did you buy it, what price, did you =
stop out of=20
      it or do you still have it</FONT></DIV>
      <DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
      <DIV><FONT face=3DArial>how about why you bought it, and was it =
for short,=20
      intermediate or long term</FONT></DIV>
      <DIV><FONT face=3DArial></FONT>&nbsp;</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=3Dpgone@fuse.net href=3D"mailto:pgone@fuse.net">Parnelli</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>=
=20
      </DIV>
      <DIV><B>Sent:</B> Wednesday, May 01, 2002 8:39 PM</DIV>
      <DIV><B>Subject:</B> [CANSLIM] USLB</DIV></DIV>
      <DIV><BR></DIV>
      <DIV><FONT size=3D2>Hi Board,</FONT></DIV>
      <DIV><FONT size=3D2></FONT>&nbsp;</DIV>
      <DIV><FONT size=3D2>I'm a new "canslimer" and thought I was an IBD =
guru=20
      until I bought USLB and it slammed me.&nbsp; I know I missed on =
the "M",=20
      but for the life of me I can't see any other problems.&nbsp; If =
any=20
      experienced folks follow this stock and can give me their two =
cents worth=20
      I'd be very appreciative.&nbsp; Many thanks,=20
      =
Parnelli&nbsp;&nbsp;&nbsp;&nbsp;</FONT></DIV></BLOCKQUOTE></BLOCKQUOTE></=
BLOCKQUOTE></BODY></HTML>

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