Go to Jeff Salisbury LWGate Home Page.From: "William King" <wk11@adelphia.net>
Subject: Re: [CANSLIM] USLB
Date: Thu, 2 May 2002 09:14:05 -0400
Next Article (by Date): Re: [CANSLIM] Today's IBD "Big Picture" comments... "Tom Worley"
Previous Article (by Date): Re: [CANSLIM] CANSLIM for sourcing shorts "Tom Worley"
Next in Thread: Re: [CANSLIM] USLB "Patrick Wahl"
Articles sorted by: [Date]
[Author]
[Subject]
This is a multi-part message in MIME format.
- ------=_NextPart_000_006C_01C1F1B9.B5261460
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Makes more sense now. Thanks
----- Original Message -----=20
From: Katherine Malm=20
To: canslim@lists.xmission.com=20
Sent: Thursday, May 02, 2002 8:56 AM
Subject: Re: [CANSLIM] USLB
Hi Bill,
fundies =3D fundamentals
Katherine
----- Original Message -----=20
From: William King=20
To: canslim@lists.xmission.com=20
Sent: Thursday, May 02, 2002 7:55 AM
Subject: Re: [CANSLIM] USLB
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
- ------=_NextPart_000_006C_01C1F1B9.B5261460
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 5.50.4915.500" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>Makes more sense now. =
Thanks</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=3Dkmalm@earthlink.net =
href=3D"mailto:kmalm@earthlink.net">Katherine=20
Malm</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> Thursday, May 02, 2002 =
8:56=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
USLB</DIV>
<DIV><BR></DIV>
<DIV>Hi Bill,</DIV>
<DIV> </DIV>
<DIV>fundies =3D fundamentals</DIV>
<DIV> </DIV>
<DIV>Katherine</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=3Dwk11@adelphia.net =
href=3D"mailto:wk11@adelphia.net">William King</A>=20
</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> Thursday, May 02, 2002 =
7:55=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
USLB</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>I frequently see the use of the =
term "fundies"=20
on 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> </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=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 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=20
product) which condenses a lot of information into two pages of =
charts=20
with fundies data.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>As a reminder to members, and since one =
member=20
indicated the discount still is available, annual cost may still =
be=20
possible to reduce from over $700 to the low $500 level by =
subscribing to=20
a single book a month of the DG books. Worth investigating. And =
for those=20
who have never tried DGO, taking the trial version is cheap for a =
brief=20
test.</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=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 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=20
and insider selling were concerns. So much that they were =
both=20
addressed in the conference call. Mgt indicated in the call =
that=20
they were working on margins and that the insider selling were =
people=20
selling options and reinvesting back into the=20
company. </FONT></DIV>
<DIV><FONT size=3D2></FONT> </DIV>
<DIV><FONT size=3D2>If you'd be so kind, where do you look to get =
that info=20
so quickly so that I can start looking for better =
candidates?</FONT></DIV>
<DIV><FONT size=3D2></FONT> </DIV>
<DIV><FONT size=3D2>Many thanks!!! </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 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=20
WON doesn't talk about, is the sequential sales and earnings. =
Most=20
people tend to focus on year to year comparisons, which I also =
look at,=20
but I place greater weight on sequential =
comparisons.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </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=20
that I would want to investigate.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </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=20
would check and see if they have been selling, might explain =
part of the=20
drop.</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=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!!! As I =
was=20
telling Katherine, I still have it ($26.25). I bought it =
for a=20
quick trade thinking "I was the man" cause I was successful with =
USPH=20
and OPTN...I thought I had figured out the system. Very=20
humbled...Thanks again for 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=20
8:46 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> </DIV>
<DIV><FONT face=3DArial>when did you buy it, what price, did =
you stop=20
out of it or do you still have it</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>how about why you bought it, and was =
it for=20
short, intermediate or long term</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=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> </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. I know I missed =
on the=20
"M", but for the life of me I can't see any other =
problems. If=20
any experienced folks follow this stock and can give me their =
two=20
cents worth I'd be very appreciative. Many thanks,=20
=
Parnelli </FONT></DIV></BLOCKQUOTE></BLOCKQUOTE></=
BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
- ------=_NextPart_000_006C_01C1F1B9.B5261460--
- -
- -To subscribe/unsubscribe, email "majordomo@xmission.com"
- -In the email body, write "subscribe canslim" or
- -"unsubscribe canslim". Do not use quotes in your email.
Next Article (by Date): Re: [CANSLIM] Today's IBD "Big Picture" comments... "Tom Worley"
Previous Article (by Date): Re: [CANSLIM] CANSLIM for sourcing shorts "Tom Worley"
Next in Thread: Re: [CANSLIM] USLB "Patrick Wahl"
Articles sorted by: [Date]
[Author]
[Subject]