Go to Jeff Salisbury LWGate Home Page.From: "zillagirl" <zillagirl@email.msn.com>
Subject: Re: [CANSLIM] HOTT
Date: Tue, 21 May 2002 04:56:54 -0700
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This is a multi-part message in MIME format. - ------=_NextPart_000_000F_01C20083.ED93D700 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable hi-my name is nancy-i just signed up for the canslim chat room today. I = had trouble signing up and I emailed the guy at the end of the email and = he manually signed me in. my problem is that I dont know how to find = the chat room or send in emails. I just started receiving emails of the = chats going on-like I got an email between charley and duke about hot = topic-HOTT. I wonder if you could take a minute and tell me what I have = to do to make this work for me. Thank you zillagirl@msn.com=20 ----- Original Message -----=20 From: Chazmoore@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Monday, May 20, 2002 4:27 PM Subject: [CANSLIM] HOTT I believe it was Duke who brought up HOTT as a possible purchase. I = commented that I thought the valuation was on the high side. Tonight I = read the following which was in the 2020Insight Market Wrap from the GLB = Group.=20 "Valuations of small/mid cap retailers were depressed by 1999-2000 = tech bubble as investor dollars were channeled into small/mid cap tech = tocks instead of small/mid cap retailers even though retailing earnings = were strong. Valuations have not fully recovered from this unusual = pressure. The implications of this thesis are: 1. Comparison of = relative valuation over the past three to five year periods may lead = analysts to mistakenly believe that the stocks are fully priced when, in = fact, valuations are headed higher, back to the pre-bubble levels of the = mid 1990's. 2. The combination of rising valuations, strong underlying = growth and margin improvement as the economy recovers should make = small/mid cap retailers a standout group in the market this year."=20 Go for it Duke.=20 Charley=20 - ------=_NextPart_000_000F_01C20083.ED93D700 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 5.50.4916.2300" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>hi-my name is nancy-i just signed up = for the=20 canslim chat room today. I had trouble signing up and I emailed = the guy at=20 the end of the email and he manually signed me in. my problem is = that I=20 dont know how to find the chat room or send in emails. I just = started=20 receiving emails of the chats going on-like I got an email between = charley and=20 duke about hot topic-HOTT. I wonder if you could take a minute and = tell me=20 what I have to do to make this work for me. Thank you <A=20 href=3D"mailto:zillagirl@msn.com">zillagirl@msn.com</A> </FONT></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=3DChazmoore@aol.com=20 href=3D"mailto:Chazmoore@aol.com">Chazmoore@aol.com</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> Monday, May 20, 2002 4:27 = PM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] HOTT</DIV> <DIV><BR></DIV><FONT face=3Darial,helvetica><FONT size=3D2>I believe = it was Duke=20 who brought up HOTT as a possible purchase. I commented that I thought = the=20 valuation was on the high side. Tonight I read the following which was = in the=20 2020Insight Market Wrap from the GLB Group. <BR><BR>"Valuations of = small/mid=20 cap retailers were depressed by 1999-2000 tech bubble as investor = dollars were=20 channeled into small/mid cap tech tocks instead of small/mid cap = retailers=20 even though retailing earnings were strong. Valuations have not = fully=20 recovered from this unusual pressure. The implications of this = thesis=20 are: 1. Comparison of relative valuation over the past three to five = year=20 periods may lead analysts to mistakenly believe that the stocks are = fully=20 priced when, in fact, valuations are headed higher, back to the = pre-bubble=20 levels of the mid 1990's. 2. The combination of rising valuations, = strong=20 underlying growth and margin improvement as the economy recovers = should make=20 small/mid cap retailers a standout group in the market this year." = <BR><BR>Go=20 for it Duke. <BR><BR>Charley = <BR></BLOCKQUOTE></FONT></FONT></BODY></HTML> - ------=_NextPart_000_000F_01C20083.ED93D700-- - - - -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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