Re: [CANSLIM] O.T: Sounds like inflation ahead to me!

From: "Bill Triffet" <btriffet@earthlink.net>
Subject: Re: [CANSLIM] O.T: Sounds like inflation ahead to me!
Date: Mon, 23 Jun 2003 21:12:04 -0700

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Jeff,

Not really an insider only to say I know (as you are aware I'm sure) that
EASI really took off when they became a "company consolidator" in the very
recent past. I think their strengths lie in picking the right companies to
buy. All of those companies had great management before the buyouts. I would
compare them to a young Textron with a emphasis on military. The issue to me
is how the military business will thrive in the next few years. Believe it
or not, there is still not much in the way of new contracts being handed out
these days.

On a side note: I'm not a fan of these consolidators. Too many variables
with the different levels of management within the separate divisions. The
strengths of one division can be watered down by the weaknesses of
another's. I prefer a company that is focused on a main line of products
they themselves developed.  But that's just me... (g)

Definitely canslim numbers though.

- --
Bill


- ----- Original Message -----
From: "Jeff Mulder" <jeff@mulder.com>
To: <canslim@lists.xmission.com>
Sent: Monday, June 23, 2003 5:33 PM
Subject: Re: [CANSLIM] O.T: Sounds like inflation ahead to me!


<< I'm still in aerospace now btw. >>

Any industry-insider insight into EASI?  It's a CANSLIMmer that recently
made a tepid breakout to new highs.

- - Jeff
  ----- Original Message -----
  From: Bill Triffet
  To: canslim@lists.xmission.com
  Sent: Friday, June 20, 2003 12:58 PM
  Subject: Re: [CANSLIM] O.T: Sounds like inflation ahead to me!


  Fred et all,

  Assuming the fact that I'm just a kid of 43 now, I wasn't paying attention
to the economics of the 1980's but I do seem to remember the same
facts/fears being brought up then by those who were "paying attention". (not
me...(g)) I do recall working MUCHO overtime at aerospace/defense companys
back then. I do recall interest rates and property taxes (in Los Angeles)
were sky high. I also recall writing off a percentage of my consumer credit
on my taxes as well back then don't know if that hurt or helped the economy.
I'm still in aerospace now btw.

  Do you know of any site that could give comparative data of the economics
of the 1980's with regard to jobs, the deficit, etc? I've often wondered
about the comparisons. Perhaps others here can pipe in (minus their
political views) about the state of the economy then and now? Might put a
good spin on the current state of the markets.

  --
  Bill

  >>The U.S. Treasury announced an as-expected budget deficit of $90.5
  billion in May. Year-to-date, the budget deficit stands at $292.1
  billion vs. $145.4 billion in the year-ago period. Both individual and
  corporate tax receipts are sharply lower than a year ago, reflecting
  declining payrolls and soft business conditions. Government spending is
  high, especially for defense and Medicare.
  Wonder how long it will take the foreign investors to panic?  And when
  they do, will the market continue on its way up?






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