Go to Jeff Salisbury LWGate Home Page.From: "Margate, Allan" <Allan.Margate@Mattel.com>
Subject: RE: [CANSLIM] LF
Date: Thu, 3 Jul 2003 06:31:28 -0700
Next Article (by Date): Re: [CANSLIM] LF Davellil5@aol.com
Previous Article (by Date): RE: [CANSLIM] LF "Katherine Malm"
Top of Thread: Re: [CANSLIM] LF Davellil5@aol.com
Next in Thread: Re: [CANSLIM] LF Davellil5@aol.com
Articles sorted by: [Date]
[Author]
[Subject]
This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C34167.6846C050 Content-Type: text/plain; charset="iso-8859-1" Hello, the thing with LF and all other toy companies is that 70% or more of their sales are in the 3rd and 4th quarter due to the holidays. When you do fundie analyis make sure to only compare the quarter with the previous years quarter, it is useless to compare 2nd qrtr with 3rd qrtr. MVL might be running out of gas for several reasons 1) It already has had a huge run up 2)It was a turnaround. The thing that might seperate LF from other companies, such as my employer and Hasbro is 3 things: 1) LF sell many educational toys which aren't as seasonal as regular toys. 2) Many toys are only bought once but with LF Books the consumer buys the Leap Pad and the books that come with it. 3) Parents are more willing to spend money on educational products. Fisher Price (Mattel) is coming out with a leap pad like toy with the exception is that you can read with your finger, not with a pen. I don't know how that will affect LF. The run up and forming of the right side of a CwH could be in anticipation of the upcoming school and holiday season so it might be a good idea to get in before 3 qrtr earnings are reported. Note: I bought LF at around $26 and also own Mattel. Hope this helps. *************************************** Allan Margate, CPA Senior Internal Audit Mattel, Inc. (310) 252-4652 Allan.Margate@Mattel.com - -----Original Message----- From: Tomas [mailto:tomas986@yahoo.com] Sent: Wednesday, July 02, 2003 6:55 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] LF Roger, good question. I have been keeping track of that stock and have the same question. tomas - --- Roger Tawa <roger@tawacentral.net> wrote: > Hi all, > > I am looking at LF. It seems to be forming a nice > CwH, left point in > December 2002, and pivot in mid June 2003. the > handle action looks good, > with nicely rising rsline during right side and > handle. > > My question has to do with the fundies though. It > seems to have pretty good > fundies. It is a leader in its industry. My kids > have the leapfrog book, > and I think it's a pretty amazing toy. However, one > exception to the > fundies: the entire industry seems to be crashing. > Leaders like MVL seem to > be running out of gas. How much does this increase > the risk of a failed b/o > if it does b/o? Thanks. > > ================================================= > Roger Tawa > http://tawacentral.net/ > [One thing about paradigms: shift happens.] > [When you stop, you're done.] > > > ATTACHMENT part 2 application/ms-tnef name=winmail.dat __________________________________ Do you Yahoo!? SBC Yahoo! DSL - Now only $29.95 per month! http://sbc.yahoo.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - ------_=_NextPart_001_01C34167.6846C050 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 3.2//EN"> <HTML> <HEAD> <META HTTP-EQUIV=3D"Content-Type" CONTENT=3D"text/html; = charset=3Diso-8859-1"> <META NAME=3D"Generator" CONTENT=3D"MS Exchange Server version = 5.5.2654.89"> <TITLE>RE: [CANSLIM] LF</TITLE> </HEAD> <BODY> <P><FONT SIZE=3D2>Hello, the thing with LF and all other toy companies = is that 70% or more of their sales are in the 3rd and 4th quarter due = to the holidays. When you do fundie analyis make sure to only compare = the quarter with the previous years quarter, it is useless to compare = 2nd qrtr with 3rd qrtr. MVL might be running out of gas for several = reasons 1) It already has had a huge run up 2)It was a = turnaround. The thing that might seperate LF from other = companies, such as my employer and Hasbro is 3 things:</FONT></P> <P><FONT SIZE=3D2>1) LF sell many educational toys which aren't as = seasonal as regular toys.</FONT> <BR><FONT SIZE=3D2>2) Many toys are only bought once but with LF Books = the consumer buys the Leap Pad and the books that come with it.</FONT> <BR><FONT SIZE=3D2>3) Parents are more willing to spend money on = educational products.</FONT> </P> <P><FONT SIZE=3D2>Fisher Price (Mattel) is coming out with a leap pad = like toy with the exception is that you can read with your finger, not = with a pen. I don't know how that will affect LF.</FONT></P> <P><FONT SIZE=3D2>The run up and forming of the right side of a CwH = could be in anticipation of the upcoming school and holiday season so = it might be a good idea to get in before 3 qrtr earnings are = reported.</FONT></P> <P><FONT SIZE=3D2>Note: I bought LF at around $26 and also own = Mattel.</FONT> </P> <P><FONT SIZE=3D2>Hope this helps.</FONT> </P> <BR> <P><FONT SIZE=3D2>***************************************</FONT> <BR><FONT SIZE=3D2>Allan Margate, CPA</FONT> <BR><FONT SIZE=3D2>Senior Internal Audit</FONT> <BR><FONT SIZE=3D2>Mattel, Inc.</FONT> <BR><FONT SIZE=3D2>(310) 252-4652</FONT> <BR><FONT SIZE=3D2>Allan.Margate@Mattel.com</FONT> </P> <BR> <P><FONT SIZE=3D2>-----Original Message-----</FONT> <BR><FONT SIZE=3D2>From: Tomas [<A = HREF=3D"mailto:tomas986@yahoo.com">mailto:tomas986@yahoo.com</A>]</FONT>= <BR><FONT SIZE=3D2>Sent: Wednesday, July 02, 2003 6:55 PM</FONT> <BR><FONT SIZE=3D2>To: canslim@lists.xmission.com</FONT> <BR><FONT SIZE=3D2>Subject: Re: [CANSLIM] LF</FONT> </P> <BR> <P><FONT SIZE=3D2>Roger, good question. I have been keeping track = of</FONT> <BR><FONT SIZE=3D2>that stock and have the same question.</FONT> </P> <P><FONT SIZE=3D2>tomas</FONT> </P> <P><FONT SIZE=3D2>--- Roger Tawa <roger@tawacentral.net> = wrote:</FONT> <BR><FONT SIZE=3D2>> Hi all,</FONT> <BR><FONT SIZE=3D2>> </FONT> <BR><FONT SIZE=3D2>> I am looking at LF. It seems to be = forming a nice</FONT> <BR><FONT SIZE=3D2>> CwH, left point in</FONT> <BR><FONT SIZE=3D2>> December 2002, and pivot in mid June = 2003. the</FONT> <BR><FONT SIZE=3D2>> handle action looks good,</FONT> <BR><FONT SIZE=3D2>> with nicely rising rsline during right side = and</FONT> <BR><FONT SIZE=3D2>> handle.</FONT> <BR><FONT SIZE=3D2>> </FONT> <BR><FONT SIZE=3D2>> My question has to do with the fundies = though. It</FONT> <BR><FONT SIZE=3D2>> seems to have pretty good</FONT> <BR><FONT SIZE=3D2>> fundies. It is a leader in its industry. = My kids</FONT> <BR><FONT SIZE=3D2>> have the leapfrog book,</FONT> <BR><FONT SIZE=3D2>> and I think it's a pretty amazing toy. = However, one</FONT> <BR><FONT SIZE=3D2>> exception to the</FONT> <BR><FONT SIZE=3D2>> fundies: the entire industry seems to be = crashing. </FONT> <BR><FONT SIZE=3D2>> Leaders like MVL seem to</FONT> <BR><FONT SIZE=3D2>> be running out of gas. How much does this = increase</FONT> <BR><FONT SIZE=3D2>> the risk of a failed b/o</FONT> <BR><FONT SIZE=3D2>> if it does b/o? Thanks.</FONT> <BR><FONT SIZE=3D2>> </FONT> <BR><FONT SIZE=3D2>> = =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D</FONT> <BR><FONT SIZE=3D2>> Roger Tawa</FONT> <BR><FONT SIZE=3D2>> <A HREF=3D"http://tawacentral.net/" = TARGET=3D"_blank">http://tawacentral.net/</A></FONT> <BR><FONT SIZE=3D2>> [One thing about paradigms: shift = happens.]</FONT> <BR><FONT SIZE=3D2>> [When you stop, you're done.]</FONT> <BR><FONT SIZE=3D2>> </FONT> <BR><FONT SIZE=3D2>> </FONT> </P> <P><FONT SIZE=3D2>> ATTACHMENT part 2 application/ms-tnef</FONT> <BR><FONT SIZE=3D2>name=3Dwinmail.dat</FONT> </P> <BR> <BR> <P><FONT SIZE=3D2>__________________________________</FONT> <BR><FONT SIZE=3D2>Do you Yahoo!?</FONT> <BR><FONT SIZE=3D2>SBC Yahoo! DSL - Now only $29.95 per month!</FONT> <BR><FONT SIZE=3D2><A HREF=3D"http://sbc.yahoo.com" = TARGET=3D"_blank">http://sbc.yahoo.com</A></FONT> </P> <P><FONT SIZE=3D2>-</FONT> <BR><FONT SIZE=3D2>-To subscribe/unsubscribe, email = "majordomo@xmission.com"</FONT> <BR><FONT SIZE=3D2>-In the email body, write "subscribe = canslim" or</FONT> <BR><FONT SIZE=3D2>-"unsubscribe canslim". Do not use = quotes in your email.</FONT> </P> </BODY> </HTML> - ------_=_NextPart_001_01C34167.6846C050-- - - - -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): Re: [CANSLIM] LF Davellil5@aol.com
Previous Article (by Date): RE: [CANSLIM] LF "Katherine Malm"
Top of Thread: Re: [CANSLIM] LF Davellil5@aol.com
Next in Thread: Re: [CANSLIM] LF Davellil5@aol.com
Articles sorted by: [Date]
[Author]
[Subject]