Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] Earnings Growth Forecasts
Date: Wed, 17 Jul 2002 00:00:11 -0400
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no, I approach everything first from stocks hitting new highs, then look =
at forecasts on those in industry groups I like, and with a chart =
pattern that appeals. I do get an almost daily update on corporate =
earnings "pre announcements" from EarningsWhisper (I think that's the =
name, been getting it so long I don't pay attention, but will post the =
address next one I get, probably tomorrow morning). I do check some =
stocks from what I read there, and do occasionally find some gems worth =
watching. TTEK was one I found that way, but the RS and chart are not =
appealing. But I will look back on it occasionally after their =
forecasted results are made official and see how it does.
- ----- Original Message -----=20
From: Gene Ricci=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, July 16, 2002 11:54 PM
Subject: [CANSLIM] Earnings Growth Forecasts
Tom, do you have a favorite site or source for growth forecasts?
----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, July 16, 2002 10:42 PM
Subject: Re: [CANSLIM] Cheap?
probably a little too casual a comment by me with regard to any group =
doing that well, meant more as a comment that higher PE ratios =
traditionally are found in groups that are perceived to have =
substantially higher earnings growth potential.
That said, I do still see individual stocks with forecasts of that =
kind of growth, and better.
----- Original Message -----=20
From: Fred Richards=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, July 16, 2002 11:33 PM
Subject: RE: [CANSLIM] Cheap?
Hey, Tom, care to let us know what tech groups are expecting 30-50% =
yearly growth rates?
Now, letting us all in on those secrets would be just great.
Fred
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley
Sent: Tuesday, July 16, 2002 10:17 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Cheap?
be careful in looking at PE ratios without regard to industry =
groups. Different groups historically and traditionally carry =
substantially different PE ratios. Where a 20 in the insurance group =
might be considered pricy, it could be cheap in a tech stock where =
expectations may be for 30% or 50% growth.
----- Original Message -----=20
From: Chazmoore@aol.com=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, July 16, 2002 12:43 PM
Subject: Re: [CANSLIM] Cheap?
Zillagirl: You may have a point, but I suspect the high S&P 500 P/E =
is more a function of large techs that are still overpriced. When you =
look a many of the industry groups within the 500, the P/E's are low.=20
Take a look a the large insurance groups with P/E's in the 20 range, =
or GE at 19, versus EBAY at 109 and INTC at 37.=20
Charley=20
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<DIV><FONT face=3DArial>no, I approach everything first from stocks =
hitting new=20
highs, then look at forecasts on those in industry groups I like, and =
with a=20
chart pattern that appeals. I do get an almost daily update on corporate =
earnings "pre announcements" from EarningsWhisper (I think that's the =
name, been=20
getting it so long I don't pay attention, but will post the address next =
one I=20
get, probably tomorrow morning). I do check some stocks from what =
I read=20
there, and do occasionally find some gems worth watching. TTEK was one I =
found=20
that way, but the RS and chart are not appealing. But I will look back =
on it=20
occasionally after their forecasted results are made official and see =
how it=20
does.</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Dgenr@swbell.net href=3D"mailto:genr@swbell.net">Gene Ricci</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> Tuesday, July 16, 2002 11:54 PM</DIV>
<DIV><B>Subject:</B> [CANSLIM] Earnings Growth Forecasts</DIV></DIV>
<DIV><BR></DIV>
<DIV><FONT face=3D"Comic Sans MS">Tom, do you have a favorite site =
or source=20
for growth forecasts?</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT> </DIV>
<DIV><FONT face=3D"Comic Sans MS"></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> Tuesday, July 16, 2002 =
10:42=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
Cheap?</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial>probably a little too casual a comment by me =
with regard=20
to any group doing that well, meant more as a comment that higher PE =
ratios=20
traditionally are found in groups that are perceived to have =
substantially=20
higher earnings growth potential.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>That said, I do still see individual stocks =
with=20
forecasts of that kind of growth, and better.</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Dadrich@gte.net href=3D"mailto:adrich@gte.net">Fred =
Richards</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> Tuesday, July 16, 2002 11:33 PM</DIV>
<DIV><B>Subject:</B> RE: [CANSLIM] Cheap?</DIV></DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D290543103-17072002><FONT face=3DArial =
color=3D#0000ff size=3D2>Hey,=20
Tom, care to let us know what tech groups are expecting 30-50% yearly =
growth=20
rates?</FONT></SPAN></DIV>
<DIV><SPAN class=3D290543103-17072002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D290543103-17072002><FONT face=3DArial =
color=3D#0000ff size=3D2>Now,=20
letting us all in on those secrets would be just =
great.</FONT></SPAN></DIV>
<DIV><SPAN class=3D290543103-17072002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D290543103-17072002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>Fred</FONT></SPAN></DIV>
<BLOCKQUOTE>
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B> <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Tom=20
Worley<BR><B>Sent:</B> Tuesday, July 16, 2002 10:17 PM<BR><B>To:</B> =
canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM]=20
Cheap?<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial>be careful in looking at PE ratios without =
regard to=20
industry groups. Different groups historically and traditionally =
carry=20
substantially different PE ratios. Where a 20 in the insurance group =
might=20
be considered pricy, it could be cheap in a tech stock where =
expectations=20
may be for 30% or 50% growth.</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> =
<A=20
title=3DChazmoore@aol.com=20
href=3D"mailto:Chazmoore@aol.com">Chazmoore@aol.com</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> Tuesday, July 16, 2002 12:43 PM</DIV>
<DIV><B>Subject:</B> Re: [CANSLIM] Cheap?</DIV></DIV>
<DIV><BR></DIV><FONT face=3Darial,helvetica><FONT =
size=3D2>Zillagirl: You may=20
have a point, but I suspect the high S&P 500 P/E is more a =
function of=20
large techs that are still overpriced. When you look a many of the =
industry=20
groups within the 500, the P/E's are low. <BR>Take a look a the =
large=20
insurance groups with P/E's in the 20 range, or GE at 19, versus =
EBAY at 109=20
and INTC at 37. <BR><BR>Charley</FONT>=20
</FONT></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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Next Article (by Date): [CANSLIM] earnings whispers "Tom Worley"
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