Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: TOO (was:[CANSLIM] WebLinks)
Date: Wed, 15 May 2002 01:02:57 -0500
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This is a multi-part message in MIME format. - ------=_NextPart_000_0008_01C1FBAC.405762E0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Tom, I'm not surprised by the low management ownership, as it's common when a = stock is a spin-off. (This, from LTD in Aug '99). While I know you much = prefer companies still in the entrepreneurial stage with high mgmt = ownership, spin-offs have a history of doing very well in most cases. = Freedom from the mother-ship allows the new company to focus on their = specific product/marketing niche. TOO seems pretty savvy at attacking = the pre-teen girl niche. They have few competitors that serve the market = as comprehensively. I don't remember exactly when, but TOO was added to the S&P Small Cap = 600 recently. I remember at the time that there was a big runup in price = in anticipation. Once it was officially added, the price took a hike = South. The addition to the index may explain the fairly high = institutional ownership. Katherine PS...Darn...was hoping the weblink was gone for good!! :)) I really HATE = all those eyeballs.... ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, May 14, 2002 11:35 PM Subject: Re: [CANSLIM] WebLinks Duke, I also note that IBD seems to be reinventing their own version = of CANSLIM. WON, in HTMMIS, talks about selecting stocks with at least = 25% earnings growth. The forecast for TOO, per DGO, is only 18% for = present year. DGO does not show total institutional holdings, only funds and banks. = For funds, they show 35%. With Management only holding a paltry 1%, then = funds alone control this stock. And the big quarter is naturally the 4th, = ending Jan '03, so you won't now into well into next year if they will even = make that 18%. ----- Original Message ----- From: "Duke Miller" <dukemill@tampabay.rr.com> To: <canslim@lists.xmission.com> Sent: Tuesday, May 14, 2002 10:15 PM Subject: RE: [CANSLIM] WebLinks Norm & Katherine, et al: Yes, it is back. And tooday's feature, TOO, doesn't look too bad either. But 78% Institutional? Somebody correct me if I'm wrong, but don't the = reasons you want low sponsorship include a) so you can get in before the institutional folks who are responsible for 75% of the volume, etc, = and b) so you can avoid the huge gyrations those people can cause in a stock? I find it odd they feature these stocks in the Web link, but don't venture here. Note in the Too analysis, they speak to the fact the = high volume, 1,100,000 AVD, means it's "institutional quality." I'm beginning to think maybe WON isn't screening his own paper's editorial that much. I'm also starting to believe a lot of what's getting passed off in IBD is horse puckey! Or maybe I'm just getting frustrated that the pickin's they're slim. Duke -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Norman Sent: Tuesday, May 14, 2002 7:59 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] WebLinks And it's back again. And still free. Must be magic! Sorry Katherine. I find it odd that this is available to the non-subscribing public though. A departure from their "sell everything" philosophy. Norm ----- Original Message ----- From: "Winston Little" <wlittle1@peoplepc.com> To: <canslim@lists.xmission.com> Sent: Tuesday, May 14, 2002 4:04 PM Subject: Re: [CANSLIM] WebLinks > Duke: > > Bingo! > > Look for it tomorrow at $2/ company! > > ----- Original Message ----- > From: "Duke Miller" <dukemill@tampabay.rr.com> > To: <canslim@lists.xmission.com> > Sent: Tuesday, May 14, 2002 4:58 PM > Subject: RE: [CANSLIM] WebLinks > > > > Thanks Winston and Norm. > > > > They're probably figuring a way to charge us for it! > > > > Duke > > > > -----Original Message----- > > From: owner-canslim@lists.xmission.com > > [mailto:owner-canslim@lists.xmission.com] On Behalf Of Winston > > Little > > Sent: Tuesday, May 14, 2002 4:14 PM > > To: canslim@lists.xmission.com > > Subject: Re: [CANSLIM] WebLinks > > > > > > Duke: > > The link supplied by Norm worked this morning at about 10:00am. > > However there were only the Monday feature (AZO) and three prior > > stocks. The older ones had gone. When I saw your recent note, I > > tried again and also found the "Page Cannot Be Found " note. > > > > Winston. > > > > ----- Original Message ----- > > From: "Duke Miller" <dukemill@tampabay.rr.com> > > To: <canslim@lists.xmission.com> > > Sent: Tuesday, May 14, 2002 3:55 PM > > Subject: RE: [CANSLIM] WebLinks > > > > > > > I get only a "Page Cannot be Found" when clicking that link. > > > > > > Duke > > > > > > -----Original Message----- > > > From: owner-canslim@lists.xmission.com > > > [mailto:owner-canslim@lists.xmission.com] On Behalf Of Boyd > > > Sent: Tuesday, May 14, 2002 9:56 AM > > > To: canslim@lists.xmission.com > > > Subject: Re: [CANSLIM] WebLinks > > > > > > > > > Winston, > > > > > > Just go to www.investors.com/weblink/. The company profiled = today > > > is AZO, a timely analysis. > > > > > > Norm > > > > > > > > > > > > Winston Little writes: > > > > > > > Web Links have disappeared from the IBD web site. > > > > > > > > Will they be back tomorrow at $2/ company? > > > > > > - > > > -To subscribe/unsubscribe, email "majordomo@xmission.com" -In = the > > > email body, write "subscribe canslim" or -"unsubscribe canslim". > > > Do not use quotes in your email. > > > > > > > > > - > > > -To subscribe/unsubscribe, email "majordomo@xmission.com" -In = the > > > email body, write "subscribe canslim" or -"unsubscribe canslim". > > > Do not use quotes in your email. > > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the > > email body, write "subscribe canslim" or -"unsubscribe canslim". = Do > > not use quotes in your email. > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the > > email body, write "subscribe canslim" or -"unsubscribe canslim". = Do > > not use quotes in your email. > > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or -"unsubscribe > canslim". Do not use quotes in your email. > > - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - ------=_NextPart_000_0008_01C1FBAC.405762E0 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 6.00.2600.0" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV>Hi Tom,</DIV> <DIV> </DIV> <DIV>I'm not surprised by the low management ownership, as it's = common when=20 a stock is a spin-off. (This, from LTD in Aug '99). While I know = you much=20 prefer companies still in the entrepreneurial stage with high mgmt = ownership,=20 spin-offs have a history of doing very well in most cases. Freedom from = the=20 mother-ship allows the new company to focus on their specific = product/marketing=20 niche. TOO seems pretty savvy at attacking the pre-teen girl niche. They = have=20 few competitors that serve the market as comprehensively.</DIV> <DIV> </DIV> <DIV>I don't remember exactly when, but TOO was added to the S&P = Small Cap=20 600 recently. I remember at the time that there was a big runup in price = in=20 anticipation. Once it was officially added, the price took a hike South. = The=20 addition to the index may explain the fairly high institutional = ownership.</DIV> <DIV> </DIV> <DIV>Katherine</DIV> <DIV> </DIV> <DIV>PS...Darn...was hoping the weblink was gone for good!! :)) I really = HATE=20 all those eyeballs....</DIV> <DIV> </DIV> <BLOCKQUOTE=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> Tuesday, May 14, 2002 = 11:35=20 PM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] = WebLinks</DIV> <DIV><BR></DIV>Duke, I also note that IBD seems to be reinventing = their own=20 version of<BR>CANSLIM. WON, in HTMMIS, talks about selecting stocks = with at=20 least 25%<BR>earnings growth. The forecast for TOO, per DGO, is only = 18% for=20 present<BR>year.<BR><BR>DGO does not show total institutional = holdings, only=20 funds and banks. For<BR>funds, they show 35%. With Management only = holding a=20 paltry 1%, then funds<BR>alone control this stock. And the big quarter = is=20 naturally the 4th, ending<BR>Jan '03, so you won't now into well into = next=20 year if they will even make<BR>that 18%.<BR><BR>----- Original Message = -----<BR>From: "Duke Miller" <<A=20 = href=3D"mailto:dukemill@tampabay.rr.com">dukemill@tampabay.rr.com</A>>= <BR>To:=20 <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>Sent:=20 Tuesday, May 14, 2002 10:15 PM<BR>Subject: RE: [CANSLIM]=20 WebLinks<BR><BR><BR>Norm & Katherine, et al:<BR><BR>Yes, it is=20 back.<BR><BR>And tooday's feature, TOO, doesn't look too bad = either. But=20 78%<BR>Institutional? Somebody correct me if I'm wrong, but = don't the=20 reasons<BR>you want low sponsorship include a) so you can get in = before=20 the<BR>institutional folks who are responsible for 75% of the volume, = etc,=20 and<BR>b) so you can avoid the huge gyrations those people can cause = in=20 a<BR>stock?<BR><BR>I find it odd they feature these stocks in the Web = link,=20 but don't<BR>venture here. Note in the Too analysis, they speak = to the=20 fact the high<BR>volume, 1,100,000 AVD, means it's "institutional=20 quality."<BR><BR>I'm beginning to think maybe WON isn't screening his = own=20 paper's<BR>editorial that much. I'm also starting to believe a lot of=20 what's<BR>getting passed off in IBD is horse puckey! Or maybe = I'm just=20 getting<BR>frustrated that the pickin's they're=20 slim.<BR><BR>Duke<BR><BR>-----Original Message-----<BR>From: <A=20 = href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis= sion.com</A><BR>[mailto:owner-canslim@lists.xmission.com]=20 On Behalf Of Norman<BR>Sent: Tuesday, May 14, 2002 7:59 PM<BR>To: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>Subject:=20 Re: [CANSLIM] WebLinks<BR><BR><BR>And it's back again. And still = free. Must be magic!<BR><BR>Sorry Katherine.<BR><BR>I find it = odd that=20 this is available to the non-subscribing public<BR>though. A departure = from=20 their "sell everything" philosophy.<BR><BR>Norm<BR><BR>----- Original = Message=20 -----<BR>From: "Winston Little" <<A=20 = href=3D"mailto:wlittle1@peoplepc.com">wlittle1@peoplepc.com</A>><BR>To= :=20 <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>Sent:=20 Tuesday, May 14, 2002 4:04 PM<BR>Subject: Re: [CANSLIM]=20 WebLinks<BR><BR><BR>> Duke:<BR>><BR>> Bingo!<BR>><BR>> = Look for=20 it tomorrow at $2/ company!<BR>><BR>> ----- Original Message=20 -----<BR>> From: "Duke Miller" <<A=20 = href=3D"mailto:dukemill@tampabay.rr.com">dukemill@tampabay.rr.com</A>>= <BR>>=20 To: <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>>=20 Sent: Tuesday, May 14, 2002 4:58 PM<BR>> Subject: RE: [CANSLIM]=20 WebLinks<BR>><BR>><BR>> > Thanks Winston and Norm.<BR>> = ><BR>> > They're probably figuring a way to charge us for = it!<BR>>=20 ><BR>> > Duke<BR>> ><BR>> > -----Original=20 Message-----<BR>> > From: <A=20 = href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis= sion.com</A><BR>>=20 > [mailto:owner-canslim@lists.xmission.com] On Behalf Of = Winston<BR>>=20 > Little<BR>> > Sent: Tuesday, May 14, 2002 4:14 PM<BR>> = > To:=20 <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>>=20 > Subject: Re: [CANSLIM] WebLinks<BR>> ><BR>> ><BR>> = >=20 Duke:<BR>> > The link supplied by Norm worked this morning at = about=20 10:00am.<BR>> > However there were only the Monday feature (AZO) = and=20 three prior<BR>> > stocks. The older ones had gone. When I saw = your=20 recent note, I<BR>> > tried again and also found the "Page = Cannot Be=20 Found " note.<BR>> ><BR>>=20 = > &nb= sp; =20 Winston.<BR>> ><BR>> > ----- Original Message = - -----<BR>> >=20 From: "Duke Miller" <<A=20 = href=3D"mailto:dukemill@tampabay.rr.com">dukemill@tampabay.rr.com</A>>= <BR>>=20 > To: <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>>=20 > Sent: Tuesday, May 14, 2002 3:55 PM<BR>> > Subject: RE: = [CANSLIM]=20 WebLinks<BR>> ><BR>> ><BR>> > > I get only a = "Page Cannot=20 be Found" when clicking that link.<BR>> > ><BR>> > > = Duke<BR>> > ><BR>> > > -----Original = Message-----<BR>>=20 > > From: <A=20 = href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis= sion.com</A><BR>>=20 > > [mailto:owner-canslim@lists.xmission.com] On Behalf Of = Boyd<BR>>=20 > > Sent: Tuesday, May 14, 2002 9:56 AM<BR>> > > To: <A = = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>>=20 > > Subject: Re: [CANSLIM] WebLinks<BR>> > ><BR>> = >=20 ><BR>> > > Winston,<BR>> > ><BR>> > > = Just go to=20 <A=20 = href=3D"http://www.investors.com/weblink/">www.investors.com/weblink/</A>= . =20 The company profiled today<BR><BR>> > > is AZO, a timely=20 analysis.<BR>> > ><BR>> > > Norm<BR>> > = ><BR>>=20 > ><BR>> > ><BR>> > > Winston Little = writes:<BR>>=20 > ><BR>> > > > Web Links have disappeared from the = IBD web=20 site.<BR>> > > ><BR>> > > > Will they be back = tomorrow=20 at $2/ company?<BR>> > ><BR>> > > -<BR>> > = > -To=20 subscribe/unsubscribe, email "<A=20 href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>" -In = the<BR>> > > email body, write "subscribe canslim" or = - -"unsubscribe=20 canslim".<BR>> > > Do not use quotes in your email.<BR>> = >=20 ><BR>> > ><BR>> > > -<BR>> > > -To=20 subscribe/unsubscribe, email "<A=20 href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>" -In = the<BR>> > > email body, write "subscribe canslim" or = - -"unsubscribe=20 canslim".<BR>> > > Do not use quotes in your email.<BR>> = >=20 ><BR>> ><BR>> ><BR>> > -<BR>> > -To=20 subscribe/unsubscribe, email "<A=20 href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>" -In = the<BR>> > email body, write "subscribe canslim" or = - -"unsubscribe=20 canslim". Do<BR><BR>> > not use quotes in your = email.<BR>>=20 ><BR>> ><BR>> > -<BR>> > -To = subscribe/unsubscribe, email=20 "<A href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>" = - -In=20 the<BR>> > email body, write "subscribe canslim" or = - -"unsubscribe=20 canslim". Do<BR><BR>> > not use quotes in your = email.<BR>>=20 ><BR>><BR>><BR>> -<BR>> -To subscribe/unsubscribe, = email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; -In=20 the email body, write "subscribe canslim" or -"unsubscribe<BR>>=20 canslim". Do not use quotes in your=20 email.<BR>><BR>><BR><BR><BR>-<BR>-To subscribe/unsubscribe, = email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In= the=20 email body, write "subscribe canslim" or<BR>-"unsubscribe = canslim". Do=20 not use quotes in your email.<BR><BR><BR>-<BR>-To = subscribe/unsubscribe, email=20 "<A = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In= =20 the email body, write "subscribe canslim" or<BR>-"unsubscribe = canslim". =20 Do not use quotes in your email.<BR><BR><BR><BR><BR>-<BR>-To=20 subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In= the=20 email body, write "subscribe canslim" or<BR>-"unsubscribe = canslim". Do=20 not use quotes in your email.</BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_0008_01C1FBAC.405762E0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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