Re: [CANSLIM] DLX

From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] DLX
Date: Mon, 9 Sep 2002 08:07:05 -0500
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I'd also add that the use of debit cards has reduced the use of checks more
so than the use of cash (ref our discussion of CSTR). Businesses, however
still pay many of their bills by check rather than by e-means, so there is
still a sizable market, even if many individuals use debit cards for day to
day transactions.  For the most part, DLX is a printing outfit, selling not
only checks but also stationery etc; all in all, a mature business and not
the stuff of CANSLIM investing. My conclusion has always been the run from
the January 01 lows had to do with their spin-off of EFDS. The recent high
is also a 10 yr high and I think there's little fuel to sustain more than a
market related move.

Katherine

- ----- Original Message -----
From: "Fred Richards" <ffradrich@attbi.com>
To: <canslim@lists.xmission.com>
Sent: Monday, September 09, 2002 7:59 AM
Subject: RE: [CANSLIM] DLX


| One might argue that DLX is losing market share to e-bill payers so that
the
| amount of checks being produced is beginning to fall.
|
|
|
| -----Original Message-----
| From: owner-canslim@lists.xmission.com
| [mailto:owner-canslim@lists.xmission.com]On Behalf Of
| michael_niemotka@baxter.com
| Sent: Monday, September 09, 2002 7:57 AM
| To: canslim@lists.xmission.com
| Subject: Re: [CANSLIM] DLX
|
|
|
| What about the "N" for this stock. What are they doing that is innovative
| or new?
|
|
| Mike Niemotka , PE
| Sr. Principal Engineer
| Baxter Healthcare Corporation
| Route 120 & Wilson Road
| Round Lake, IL 60073
| Tel (847) 270-4075
| Fax (847) 270-4525
| michael_niemotka@baxter.com
|
|
|
|                     "Tom Worley"
|                     <stkguru@bellsouth.net        To:
| canslim@lists.xmission.com
|                     >                             cc:
|                     Sent by:                      Subject:     Re:
[CANSLIM]
| DLX
|                     owner-canslim@lists.xm
|                     ission.com
|
|
|                     09/06/2002 09:34 PM
|                     Please respond to
|                     canslim
|
|
|
|
|
|
| Hi Norman,
|
| From Sept 2000 thru Mar 2002, DLX was a near textbook LLUR chart, despite
| its lack of forecasted growth either on sales or earnings. Now, just as
| then, I could find no justification for its steady progress. Maybe seen as
| a
| safe haven in turbulent times and poor "M", I guess, with steady (but not
| exciting) growth.
|
| ----- Original Message -----
| From: "Norman" <theboyd@tisd.net>
| To: <canslim@lists.xmission.com>
| Sent: Friday, September 06, 2002 9:21 PM
| Subject: [CANSLIM] DLX
|
|
| As I sit here waiting to see if TS Fay will be a hurricane before it hits
| us
| tomorrow, I'm hoping to not need my *check* book.  And then right here on
| my
| computer appeared this unassuming little chart of DLX (the personal check
| makers).
|
| Good looking chart with the typical July *V* bottom cup.  The right side
| has
| some decent vol (for a company with such boring and less-than-impressive
| fundamentals) and the handle is on lower vol and not dipping too much (I
| hate when they do that!).  And the tight trading range will make it much
| easier to hold onto for those holding.  Investors.com has it #1 in it's
| group (sounds like a dialog from M*A*S*H: "the best ballet dancer in
| Galveston"<G>).  I wouldn't think, with consumer confidence low, that
| checks
| would be in great demand.
|
| Anyway, anyone else see this one?  Any thoughts?
|
| Norm
|
|
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|
|
|
|
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