Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] 'M'
Date: Thu, 22 Aug 2002 21:34:50 -0400
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Robert, interesting observation, hopefully others can confirm this as a pattern. While there are always exceptions, I typically find the small cap companies far more "leaner and meaner" than more mature companies. Often, the executives are also the founders, and hold large stakes in the company from before it went public. Having helped "birth" 20 or more small companies into the public arena, I am familiar with how such deals are structured, and know that the founders have the most at stake in building it into a vibrant winner. I find them far less likely to engage in financial shenanigans, far more likely to be working late evenings or on the weekend building the company, which speaks strongly to my "assessment" of management. But if order demand is picking up for this company this way, and continues, it also should be picking up for larger suppliers, and that would be very significant indeed. - ----- Original Message ----- From: "Robert Gammon" <rgammon51@yahoo.com> To: <canslim@lists.xmission.com> Sent: Thursday, August 22, 2002 9:46 AM Subject: [CANSLIM] 'M' There are those that argue that the small cap universe is the leading indicator of the trends in the economy. Here is an anecdotal story. My wife works for a small injection molding plastics company. The company supplies parts to a variety of businesses locally and across the country. None of the product is sold to retailers or distributors, the customers of each part produced manage their own distribution channels. Business has been lack luster at best for the last 9 months or more. Of late, as in the last two weeks, business is booming. Customers are calling to place orders, and calling back in 30 minutes wondering why the order is not on their loading dock yet. How many times is this story repeated throughout the USA? I don't know. If this is something more than an isolated case or two, then we may have the beginnings of a trend. Robert Gammon Houston, TX - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -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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