Re: [CANSLIM] critique please


From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] critique please
Date: Wed, 29 May 2002 07:51:57 -0400

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Hi Alicia,

You already got a lot of feedback, here's one more observation.

In four of the past five qtrs, sales growth is considerably greater than =
earnings. The one exception was where they were the same %age. That =
tells me profit margins are dropping, and increases the likelihood that =
earnings will follow, especially if they have one weak qtr. This is the =
opposite of what I look for, a company where earnings growth accelerates =
on lesser sales growth.

- ----- Original Message -----=20
From: Alicia Lensing=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, May 28, 2002 12:34 PM
Subject: [CANSLIM] critique please


Hi Fellow CANSLIMERS;

I am seriously considering XRAY.  Industry is strong, stock appears =
ready to rise from a nice base.   Increasing earnings and sales.  Decent =
RS. Please comment.

Thanks,

Alicia

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<DIV><FONT face=3DArial>Hi Alicia,</FONT></DIV>
<DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial>You already got a lot of feedback, here's one =
more=20
observation.</FONT></DIV>
<DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial>In four of the past five qtrs, sales growth is=20
considerably greater than earnings.&nbsp;The one exception was where =
they were=20
the same&nbsp;%age.&nbsp;That tells me profit margins are dropping, and=20
increases the likelihood that earnings will follow, especially if they =
have one=20
weak qtr. This is the opposite of what I look for, a company where =
earnings=20
growth accelerates on lesser sales growth.</FONT></DIV>
<DIV><FONT face=3DArial></FONT>&nbsp;</DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Dalensing@prodigy.net href=3D"mailto:alensing@prodigy.net">Alicia =
Lensing</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> Tuesday, May 28, 2002 12:34 PM</DIV>
<DIV><B>Subject:</B> [CANSLIM] critique please</DIV></DIV>
<DIV><BR></DIV>
<DIV><STRONG><FONT face=3D"Courier New" color=3D#0000ff size=3D2>Hi =
Fellow=20
CANSLIMERS;</FONT></STRONG></DIV>
<DIV><STRONG><FONT face=3D"Courier New" color=3D#0000ff=20
size=3D2></FONT></STRONG>&nbsp;</DIV>
<DIV><STRONG><FONT face=3D"Courier New" color=3D#0000ff size=3D2>I am =
seriously=20
considering XRAY.&nbsp; Industry is strong, stock appears ready to rise =
from a=20
nice base.&nbsp;&nbsp;&nbsp;Increasing earnings and =
sales.&nbsp;&nbsp;Decent=20
RS.&nbsp;Please comment.</FONT></STRONG></DIV>
<DIV><STRONG><FONT face=3D"Courier New" color=3D#0000ff=20
size=3D2></FONT></STRONG>&nbsp;</DIV>
<DIV><STRONG><FONT face=3D"Courier New" color=3D#0000ff=20
size=3D2>Thanks,</FONT></STRONG></DIV>
<DIV><STRONG><FONT face=3D"Courier New" color=3D#0000ff=20
size=3D2></FONT></STRONG>&nbsp;</DIV>
<DIV><STRONG><FONT face=3D"Courier New" color=3D#0000ff=20
size=3D2>Alicia</FONT></STRONG></DIV></BODY></HTML>

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