Re: [CANSLIM] GISX

From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] GISX
Date: Thu, 22 Aug 2002 07:49:16 -0500

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Hi Tom and John,

GISX certainly shows a deceleration in sales growth, but their track record
is still impressive. Sometimes the "N" or strategic advantage is more
important than a (potentially) temporary deceleration. GISX is a
consolidator in a fragmented business.... a common theme for the "N" in
CANSLIM  if done well. Currently they are funding acquisitions from
operating cash flow, even more impressive. My guess is that those investing
in GISX are seeing the forest through the trees and are betting that the
company's executives are smart merger managers. In the meantime, once you
start acquiring and combining financials, there are often glitches in the
numbers until the parent can squeeze out the excesses in the companies
acquired, put in place efficiencies of scale and build market synergies
which fuel future growth in sales and earnings.

Katherine


- ----- Original Message -----
From: "Tom Worley" <stkguru@bellsouth.net>
To: <canslim@lists.xmission.com>
Sent: Thursday, August 22, 2002 6:33 AM
Subject: Re: [CANSLIM] GISX


| I have been seeing a lot of charts that looked pretty and suddenly spiked
up
| for no reason I could discern. When I looked at fundies, it was not
| justified. So just may be more chart readers that don't care about
fundies.
|
| ----- Original Message -----
| From: "Cefaloni, John L Jr. [AMSTA-AR-WEA]" <john.cefaloni@us.army.mil>
| To: <canslim@lists.xmission.com>
| Sent: Thursday, August 22, 2002 7:30 AM
| Subject: RE: [CANSLIM] GISX
|
|
| Tom,
|
| I don't see what's driving it either.  I was wondering if anyone here saw
| anything in the fundies that would explain it.  I wonder if news will be
| coming out and we just don't know it yet or if it's just a baseless
| technical move.
|
| John C.
|
| -----Original Message-----
| From: Tom Worley [mailto:stkguru@bellsouth.net]
| Sent: Wednesday, August 21, 2002 9:14 PM
| To: canslim@lists.xmission.com
| Subject: Re: [CANSLIM] GISX
|
|
| John, I don't see what would drive it, fundies are not attractive to me.
| Latest earnings only up 13%, forecast for full year for only 6% growth,
last
| two qtrs sales were down from prior year.
|
| ----- Original Message -----
| From: "Cefaloni, John L Jr. [AMSTA-AR-WEA]" <john.cefaloni@us.army.mil>
| To: <canslim@lists.xmission.com>
| Sent: Wednesday, August 21, 2002 1:27 PM
| Subject: [CANSLIM] GISX
|
|
| Anybody else watching GISX?  Looks like it's breaking out of its base
under
| nice volume.
|
| John C.



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