Go to Jeff Salisbury LWGate Home Page.From: "NANCY POLCARO" <ZILLAGIRL@msn.com>
Subject: Re: [CANSLIM] YHOO
Date: Sun, 27 Jul 2003 15:29:11 -0700
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- ------=_NextPart_001_0001_01C35453.D4093DA0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable no I didnt get into it-to exspensive for me and I was afraid it would fal= l with the market.nancy(you know-when the market was going to fall??) - ----- Original Message ----- From: Gene Ricci Sent: Thursday, March 27, 2003 3:08 PM To: canslim@lists.xmission.com Subject: [CANSLIM] YHOO Nancy, did you buy YHOO before the move? Gene - ----- Original Message ----- =20 From: NANCY POLCARO =20 To: canslim =20 Sent: Thursday, March 27, 2003 12:54 PM Subject: Re: [CANSLIM] Fundamental Analysis: P/S - I Love You (Sometimes) I looked into a micro cap once Fonr-stand up mri-it booked sales when the= product was made , to my understanding , from the sec filings, not when = it was sold. nancy - ----- Original Message ----- From: Gene Ricci Sent: Thursday, March 27, 2003 9:45 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Fundamental Analysis: P/S - I Love You (Sometimes) Thanks Tom! I might be all wet but I feel that companies will have a hard time fudgin= g this ratio. They can fudge EPS lots of different ways, but there are f= ew ways to fudge sales. There are some (particularly software companies)= that have in the past. Some used to book the entire amount of a contrac= t sales when it was signed, rather than book when it was billed. But thi= s practice has been under fire and is likely to go away if it hasn't alre= ady. =20 Do you not look at fallen angels? If you do, what would your criteria be? Thanks, Gene - ----- Original Message ----- =20 From: Tom Worley =20 To: canslim@lists.xmission.com =20 Sent: Thursday, March 27, 2003 9:35 AM Subject: Re: [CANSLIM] Fundamental Analysis: P/S - I Love You (Sometimes) Gene, a p/s ratio of 1.0 or less is fine if you are looking for fallen an= gels, bottom fishing, value shopping, etc. But I don't see what that has = to do with CANSLIM Because expectations drive price, and thus high expectations would create= a high p/s ratio, I am automatically suspicious whenever I find a stock = hitting new highs, with great CANSLIM fundamentals, but a relatively low = p/s ratio (generally under 2.0). It forces me to dig deeper to figure out= why the price does not already reflect a higher premium. - ----- Original Message ----- =20 From: Gene Ricci =20 To: canslim@lists.xmission.com =20 Sent: Wednesday, March 26, 2003 8:50 PM Subject: [CANSLIM] Fundamental Analysis: P/S - I Love You (Sometimes) Appreciate comments on this article. Gene Fundamental Analysis: P/S - I Love You (Sometimes) - ------------------------------------------------------------ Investors are always seeking ways to compare the value of stocks. =20 The price-to-sales ratio provides a simple approach: take the =20 company's market capitalization (the number of shares multiplied =20 by the share price) and divide it by the company's total sales =20 over the past twelve months. The lower the ratio, the more attractive =20 the investment. As easy as it sounds, price-to-sales provides =20 a useful measure for sizing up stocks. But investors need to =20 be mindful of the ratio's potential pitfalls and possible =20 unreliability. =20 Read this article at: http://www.investopedia.com/articles/fundamental/03/032603.asp - ------=_NextPart_001_0001_01C35453.D4093DA0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <HTML><BODY BGCOLOR=3D"#ffffff" STYLE=3D"font:10pt verdana; border:none;b= ackground-color:#ffffff; "><DIV>no I didnt get into it-to exspensive for = me and I was afraid it would fall with the market.nancy(you know-when the= market was going to fall??)</DIV> <DIV> </DIV> <BLOCKQUOTE style=3D= "PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #0= 00000 2px solid; MARGIN-RIGHT: 0px"> <DIV style=3D"FONT: 10pt Arial">----= - - Original Message -----</DIV> <DIV style=3D"BACKGROUND: #e4e4e4; FONT: 1= 0pt Arial; COLOR: black"><B>From:</B> Gene Ricci</DIV> <DIV style=3D"FONT= : 10pt Arial"><B>Sent:</B> Thursday, March 27, 2003 3:08 PM</DIV> <DIV st= yle=3D"FONT: 10pt Arial"><B>To:</B> canslim@lists.xmission.com</DIV> <DIV= style=3D"FONT: 10pt Arial"><B>Subject:</B> [CANSLIM] YHOO</DIV> <DIV>&nb= sp;</DIV> <META content=3D"MSHTML 6.00.2800.1106" name=3DGENERATOR> <DIV>= <FONT face=3D"Comic Sans MS" size=3D3>Nancy, did you buy YHOO = before the move?</FONT></DIV> <DIV><FONT face=3D"Comic Sans MS" size=3D3>= </FONT> </DIV> <DIV><FONT face=3D"Comic Sans MS" size=3D3>Gene</FONT= ></DIV> <BLOCKQUOTE dir=3Dltr 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> <DI= V style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>F= rom:</B> <A title=3DZILLAGIRL@msn.com href=3D"mailto:ZILLAGIRL@msn.com">N= ANCY POLCARO</A> </DIV> <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A tit= le=3Dcanslim@lists.xmission.com href=3D"mailto:canslim@lists.xmission.com= ">canslim</A> </DIV> <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Thursda= y, March 27, 2003 12:54 PM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subje= ct:</B> Re: [CANSLIM] Fundamental Analysis: P/S - I Love You (Sometimes)<= /DIV> <DIV><BR></DIV> <DIV>I looked into a micro cap once Fonr-stand up m= ri-it booked sales when the product was made , to my understanding , from= the sec filings, not when it was sold. nancy</DIV> <DIV> </DIV> <BL= OCKQUOTE 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 style=3D"BACKGROUND:= #e4e4e4; FONT: 10pt Arial; COLOR: black"><B>From:</B> Gene Ricci</DIV> <= DIV style=3D"FONT: 10pt Arial"><B>Sent:</B> Thursday, March 27, 2003 9:45= AM</DIV> <DIV style=3D"FONT: 10pt Arial"><B>To:</B> <A href=3D"mailto:ca= nslim@lists.xmission.com">canslim@lists.xmission.com</A></DIV> <DIV style= =3D"FONT: 10pt Arial"><B>Subject:</B> Re: [CANSLIM] Fundamental Analysis:= P/S - I Love You (Sometimes)</DIV> <DIV> </DIV> <META content=3D"MS= HTML 6.00.2800.1106" name=3DGENERATOR> <STYLE></STYLE> <DIV><FONT face=3D= "Comic Sans MS">Thanks Tom!</FONT></DIV> <DIV><FONT face=3D"Comic Sans MS= "></FONT> </DIV> <DIV><FONT face=3D"Comic Sans MS"><FONT size=3D4>I = might be all wet but I feel that companies will have a hard tim= e fudging this ratio. They can fudge EPS lots of dif= ferent ways, but there are few ways to fudge sales. There are some = (particularly software companies) that have in the past. Some = used to book the entire amount of a contract sales when it was signed, ra= ther than book when it was billed. But this practice has been under= fire and is likely to go away if it hasn't already.</FONT> <DIV> <= /DIV></FONT></DIV> <DIV><FONT face=3D"Comic Sans MS">Do you not look at f= allen angels? If you do, what would your criteria be?</FONT></DIV> <DIV><= FONT face=3D"Comic Sans MS"></FONT> </DIV> <DIV><FONT face=3D"Comic = Sans MS">Thanks,</FONT></DIV> <DIV><FONT face=3D"Comic Sans MS">Gene</FON= T></DIV> <BLOCKQUOTE dir=3Dltr 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> <D= IV style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>= From:</B> <A title=3Dstkguru@bellsouth.net href=3D"mailto:stkguru@bellsou= th.net">Tom Worley</A> </DIV> <DIV style=3D"FONT: 10pt arial"><B>To:</B> = <A title=3Dcanslim@lists.xmission.com href=3D"mailto:canslim@lists.xmissi= on.com">canslim@lists.xmission.com</A> </DIV> <DIV style=3D"FONT: 10pt ar= ial"><B>Sent:</B> Thursday, March 27, 2003 9:35 AM</DIV> <DIV style=3D"FO= NT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] Fundamental Analysis: P/S -= I Love You (Sometimes)</DIV> <DIV><BR></DIV> <DIV><FONT face=3DArial>Gen= e, a p/s ratio of 1.0 or less is fine if you are looking for fallen angel= s, bottom fishing, value shopping, etc. But I don't see what that has to = do with CANSLIM</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> = <DIV><FONT face=3DArial>Because expectations drive price, and thus high e= xpectations would create a high p/s ratio, I am automatically suspicious = whenever I find a stock hitting new highs, with great CANSLIM fundamental= s, but a relatively low p/s ratio (generally under 2.0). It forces me to = dig deeper to figure out why the price does not already reflect a higher = premium.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV st= yle=3D"FONT: 10pt arial">----- Original Message ----- <DIV style=3D"BACK= GROUND: #e4e4e4; font-color: black"><B>From:</B> <A title=3Dgenr@swbell.n= et href=3D"mailto:genr@swbell.net">Gene Ricci</A> </DIV> <DIV><B>To:</B> = <A title=3Dcanslim@lists.xmission.com href=3D"mailto:canslim@lists.xmissi= on.com">canslim@lists.xmission.com</A> </DIV> <DIV><B>Sent:</B> Wednesday= , March 26, 2003 8:50 PM</DIV> <DIV><B>Subject:</B> [CANSLIM] Fundamental= Analysis: P/S - I Love You (Sometimes)</DIV></DIV> <DIV><BR></DIV> <DIV>= <FONT face=3D"Comic Sans MS" size=3D4>Appreciate comments on this article= .</FONT></DIV> <DIV><FONT face=3D"Comic Sans MS" size=3D4></FONT> </= DIV> <DIV><FONT face=3D"Comic Sans MS" size=3D4>Gene</FONT></DIV> <DIV st= yle=3D"FONT: 10pt arial"> <DIV><FONT face=3D"Comic Sans MS" size=3D4></FO= NT> </DIV></DIV> <DIV><BR></DIV> <DIV>Fundamental Analysis: P/S - I = Love You (Sometimes)<BR>-------------------------------------------------= - -----------<BR>Investors are always seeking ways to compare the value of = stocks. <BR>The price-to-sales ratio provides a simple approach: take the= <BR>company's market capitalization (the number of shares multiplied <BR= >by the share price) and divide it by the company's total sales <BR>over = the past twelve months. The lower the ratio, the more attractive <BR>the = investment. As easy as it sounds, price-to-sales provides <BR>a useful me= asure for sizing up stocks. But investors need to <BR>be mindful of the r= atio's potential pitfalls and possible <BR>unreliability. <BR><BR>Read th= is article at:<BR><A href=3D"http://www.investopedia.com/articles/fundame= ntal/03/032603.asp">http://www.investopedia.com/articles/fundamental/03/0= 32603.asp</A><BR></DIV> <BLOCKQUOTE dir=3Dltr style=3D"PADDING-RIGHT: 0px= ; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MA= RGIN-RIGHT: 0px"><FONT face=3D"Comic Sans MS" size=3D4></FONT> </BLO= CKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML= > - ------=_NextPart_001_0001_01C35453.D4093DA0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
Next Article (by Date): [CANSLIM] EPIQ and other thoughts "Edward W. Gjertsen II"
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