Re: [CANSLIM] AHMH


From: Ian <ianstm@shaw.ca>
Subject: Re: [CANSLIM] AHMH
Date: Fri, 13 Jun 2003 09:01:28 -0700

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Hi Aaron:

One great thing to note about AHMH's business is that they should get a counter-cyclical benefit from a substantial drop in their servicing amortization expense - leading them to strong $2+ EPS even assuming refinancings 'collapse' next year.

Chartwise, the breakout, IMHO,  was unequivocally at $11.15 in late April when 2 days of massive volume drove it through a beautiful tight flatline base.

FD - Long since $11.40


Ian


  ----- Original Message ----- 
  From: Aaron K 
  To: canslim@lists.xmission.com 
  Sent: Thursday, June 12, 2003 6:12 PM
  Subject: [CANSLIM] AHMH


  Any thoughts on this one, sort of broke out today...But would have liked to have seen more volume.  Long basing pattern.

  Huge increase in sales last qtr...

  Aaron


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<DIV><FONT size=2>Hi Aaron:</FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>One great thing to note about AHMH's business is 
that&nbsp;they should get a counter-cyclical benefit from a substantial drop in 
their servicing amortization expense - leading them to strong $2+ EPS even 
assuming refinancings 'collapse' next year.</FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>Chartwise, the breakout, IMHO, &nbsp;was unequivocally at 
$11.15 in late April when 2 days of massive volume drove it through a beautiful 
tight flatline base.</FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>FD - Long since $11.40</FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>Ian</FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<BLOCKQUOTE 
style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
  <DIV 
  style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> 
  <A title=procard_2003@yahoo.com href="mailto:procard_2003@yahoo.com">Aaron 
  K</A> </DIV>
  <DIV style="FONT: 10pt arial"><B>To:</B> <A title=canslim@lists.xmission.com 
  href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A> </DIV>
  <DIV style="FONT: 10pt arial"><B>Sent:</B> Thursday, June 12, 2003 6:12 
  PM</DIV>
  <DIV style="FONT: 10pt arial"><B>Subject:</B> [CANSLIM] AHMH</DIV>
  <DIV><BR></DIV>
  <DIV>Any thoughts on this one, sort of broke out today...But would have liked 
  to have seen more volume.&nbsp; Long basing pattern.</DIV>
  <DIV>&nbsp;</DIV>
  <DIV>Huge increase in sales last qtr...</DIV>
  <DIV>&nbsp;</DIV>
  <DIV>Aaron</DIV>
  <P>
  <HR SIZE=1>
  Do you Yahoo!?<BR><A 
  href="http://us.rd.yahoo.com/search/mailsig/*http://search.yahoo.com">The New 
  Yahoo! Search</A> - Faster. Easier. Bingo.</BLOCKQUOTE></BODY></HTML>

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