Re: [CANSLIM] Current Case Study - XRAY

From: Jack Tencza <jtenz@yahoo.com>
Subject: Re: [CANSLIM] Current Case Study - XRAY
Date: Fri, 9 Aug 2002 05:03:47 -0700 (PDT)

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Thanks Katherine, for this info and the trail of
how/where to find it. As you know, many of us
appreciate your sharing of financial knowledge and
insights. 

Thanks to Mike for starting this case study of
Dentsply and all the consrtuctive
comments/contributions of several others. 

I'll never stop saying "thanks" but hope I can also
start adding some value to this group soon.

Jack
- --- Katherine Malm <kmalm@earthlink.net> wrote:
> Hi Robert,
> 
> Small detail to attend to on the numbers cited ,
> that is, the numbers in the MSN summary are not each
> individual quarter, but instead, cumulative for the
> fiscal year. Accordingly, the 12/01 number is for
> the entire year, while the 3/02 number is for the
> 1st quarter of the new fiscal year. See the header
> information at the link:
> 
>
http://moneycentral.msn.com/investor/invsub/results/statemnt.asp?lstStatement=CashFlow&Symbol=XRAY&stmtView=Qtr
> 
> With respect to QoQ numbers (3/01 vs 3/02), here is
> the detail from the latest 10Q:
> "Quarter Ended March 31, 2002
> 
> For the three months ended March 31, 2002, cash
> flows from operating
> 
> activities were $12.4 million compared to $47.3
> million for the three months
> 
> ended March 31, 2001. The decrease of $34.9 million
> results primarily from
> 
> higher inventory and receivables levels, payments of
> annual volume rebates
> 
> for precious metal purchases and some initial
> restructuring outflows, offset
> 
> by higher operating earnings. [KM note: the detail
> on each of these is discussed in the 10Q]
> 
> Investing activities for the three months ended
> March 31, 2002 include
> 
> capital expenditures of $9.8 million. Net
> acquisition activity for the three
> 
> months ended March 31, 2002 was $37.6 million (see
> Note 4 to the condensed
> 
> consolidated financial statements)."
> 
> 
> Katherine
>   ----- Original Message ----- 
>   From: RWElmer@aol.com 
>   To: canslim@lists.xmission.com 
>   Sent: Thursday, August 08, 2002 6:17 PM
>   Subject: Re: [CANSLIM] Current Case Study - XRAY
> 
> 
>   Winston, 
> 
>   Sorry about that. Declined from 211.1 million   to
> 12.4 million. Should've posted this link too: 
> 
>  
>
http://moneycentral.msn.com/investor/invsub/results/statemnt.asp?lstStatement=CashFlow&Symbol=xray&stmtView=Qtr
> 
> 
> 
>   Robert W. Elmer 
> 
> 
> 


=====
Jack

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